Investing Online Account Reporting


Review all your investments accounts with one easy-to-use connection with Investor 360°

Key features

  • See account balances and a detailed position breakdown for each account, including accounts not held with us.

  • Check on recent transactions.

  • Review contact information and beneficiaries.

  • Eliminate paper statements and view or download current and historical account statements and trade confirms online.

  • Get real-time price quotes and charts for traded securities.

To learn more about Middlesex Financial Group Online Services through Investor 360°, or if you'd like a complimentary consultation regarding your retirement and investment options, give us a call at 508-315-5096 or schedule an appointment with an advisor.

​This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.


Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Bank Deposit

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Middlesex Financial Group is not a registered broker-dealer or Registered Investment Adviser. Middlesex Financial Group and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.