Client Center

NEW: LPL Transition Resource Page

Information and updates to help you prepare for our upcoming transition from Commonwealth to LPL Financial for back-office support, and a new client portal, in November, 2026.

Visit the Resource Page

Access Your Live Well Dashboard

Click the Investor360°® button below to access your dashboard.

New to Investor360°?

Watch this short video to learn how to get the most out of your Investor360° experience.

Need Online Access to Your Investor360° Account?

Provide your information below and your dedicated Client Experience Team member will reach out shortly to give you access.

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Have a quick question about your account or need to transfer money?

Reach out to our Client Experience Team by emailing clientservice@whzwealth.com or calling (860) 928-2341.

Is there an update to your financial plan or are you making a big financial decision?

Catch up with your advisor by setting an appointment below. Simply select your advisor, and then choose your meeting format and time.