Investor360° offers our clients a straightforward and user-friendly method to access your account and the information they find most important. It can be accessed on both computers and mobile devices for maximum convenience.

  • Get a quick summary of account balances, holdings, and activity.
  • View different types of accounts and policies in one place.
  • View charts and graphs to evaluate accounts based on asset class and category.
  • Securely send and receive messages with your advisor.
  • View statements and important documents.

Investor360° Tutorial

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

Cypress Wealth Management


Monday to Friday
9:00 am to 5:00 pm

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.