Client Access | Financial Planning & Retirement | AFS Financial Group
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Client Access

INVESTOR360°

Investor360° provides a detailed view of your investment accounts, including statements, trade confirmations, and tax documents. You can also link outside financial accounts to Investor360°, from any financial institution, giving you a complete view of your money.

Watch this short video to view the features in Investor360°.

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eMONEY

eMoney is our financial planning portal. Use this site to add, personalize, and track progress toward your planning goals. You can also create budgets and monitor your daily cash flow, as well as store important documents in a secure online vault.

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7700 Old Georgetown Rd Ste. 630
Bethesda, MD 20814

Main: (301) 951-2642
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This communication strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WV. 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. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.