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​Online Account Reporting

Middlesex Financial Group Online services

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 508-315-5459 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 Insured by any Federal Government Agency

Not a Deposit

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.