Account Access

    New Client Portal

    For clients whose accounts have moved to TD Ameritrade, please follow the link below to view your accounts using our new client portal. Historical account information should be visible in the new portal in early 2018.

    Legacy Client Portal

    To access our legacy Investor360 client portal, please follow the link below.

    Need access? Forgot your password?

    If you would like help setting up your online account or resetting your password, please contact Debi Lerner at 914-872-4040.