Tools

Log In to Your Accounts

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Commonwealth

Click below to log in to Investor360, where you can see all your accounts invested with us in one place.

 
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Assetmark

Click below to log in to your Assetmark accounts on eWealthManager.

Calculators

 

Required Minimum Distribution

Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from some types of retirement accounts annually.

Retirement Savings

Use this calculator to see if your retirement savings are on track. This is based on your age, risk tolerance and rate of saving.

Social Security

Calculate how much social security you can expect to receive.

College Savings

Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan.

Investment Returns

Meeting your long-term investment goal is dependent on a number of factors. Use this calculator to see the impact compound interest can have on helping you reach your goals.

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