Alex Vassey


Chartered Retirement Plans SpecialistSM

Investment Advisor

All rights reserved. This communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IL, MA, MO, NC, NH, NM, SC, TN, TX, VA, WI. 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. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC , a Registered Investment Adviser. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the flame logo in the U.S.A. Privacy Policy - © 2017 Commonwealth | Vassey Financial Planning & Investments | SENECA OFFICE: 140 BOUNTYLAND RD., SENECA, SC 29672 | 864.718.0600

The 4myaccount!® button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°. If you would like access, please submit your information below and indicate that you would like access to 4myaccount!® in the Questions and Comments section.

Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. If you do not currently have a username and password and would like to access your account online, please submit your information using the form below, and someone will contact you regarding your request. You can also view the Investor360° user guide for more information.

See your statements and confirmations online in Investor360°.

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


With all my heart, I thank you for being a part of our business and our family. YOU are the reason we’re here.