Account Access

WMPlatform
 

PFG Wealth Management: ​Your personal portal that aggregates your entire financial picture, and keeps your financial plan current.

 

AssetMark
 

Asset Mark: As our primary investment management platform, this link will give you detailed information about your accounts at AssetMark.

I360
 

Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.

Need Access?

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