• Schedule a Call
  • Client Login
Home

Advisor Site Menu

  • Who We Are
    • Our Story
    • Our Team
    • Our RIA-Broker/Dealer
    • Our Planning Team
    • Our Research Team
  • How We Help
  • Resources
    • Market News
    • Financial Guidance
    • Financial Calculators

Access Your Account

You can easily access your detailed account information and monthly statements online.

Investor-360-Button

Get the free mobile app

Investor-360-apple-app-Button   
Investor-360-android-app-Button

Learn About Investor360°

View the Investor360° user guide for more information.

Need Access?

View-demo

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

Convergence Logo

Who We Are

Our Story

Our Team

How We Help

Our Services

Resources

Market News

Financial Guidance

Financial Calculators

Connect

Contact Us

Client Login

Convergence Financial Partners Office Locations: Mount Vernon 360.707.5313 & Freeland 360.331.3474

    This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, IL, LA, MO, MT, NC, NM, NY, OH, OR, TX, WA. 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. 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. The Investment Advisor Representatives use the trade name/DBA, Convergence Financial Partners. All securities and advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser.

    Privacy

    Form CRS: Client Relationship Summary

    Copyright © 2022

    brokercheck - white font