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Access Your Accounts

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Access detailed account information and monthly consolidated statements online.

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Collaborate with your advisor and participate in the creation and refinement of your custom plan.

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Secure, digital archive of everything your loved ones will need should something happen to you.

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Analyze risk with effective online tools and explore methods to build or implement investments.

Learn About Investor360°

View the Investor360° user guide for more information.

View a demo

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

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CFG Wealth Management 10220 SW Greenburg Road, Suite 250, Portland, OR 97223 | P503.222.7100

This communication is strictly intended for individuals residing in the states of CA, CO, GA, ID, IN, KS, MA, MD, MO, MS, NH, NJ, NV, NY, OR, TX, UT, VA, WA. 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.

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