Account Access

Account Access Request Form

You deserve full disclosure and total transparency, and that is what you will get working with our firm.  We also adhere to strict Privacy Policies and strict cybersecurity measures.  You can feel confident accessing your accounts online. If you are a client of Nvest but have not yet requested online access to your accounts and are interested in doing so, please submit your name and we will contact you by telephone to help you set up viewing through Investor 360®.

Account Access Request Form


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KENNEBUNK:  207.985.8585     |     TOLL FREE:  888.683.7834

PORTSMOUTH:  603.766.0471   |     TOLL FREE:  800.439.0652