Your account information, with help when you need it.

Use the account access options below to sign in to your online portal.

If you’re unsure which option to choose or need help getting started, reach out to our team. We’ll help you identify the next step.

Find Your Portal ↓
Call 203.924.5420

Review account information and statements online.

Sign in to Investor360°

Read the Investor360° Client User Guide

Help With Online Access

Need Online Access?

If you’re a client and haven’t set up online access, contact our team for account access assistance.

We’ll help you understand how to get started with the portal relevant to your account.

Phone: 203.924.5420

Using Investor360°

If you use Investor360°, its client guide explains signing in, navigating account information, managing preferences, and resetting your password.

Read the Investor360° Client User Guide

Having Trouble Signing In?

Use your portal’s password recovery option if you’ve forgotten your password.

If you’re still having difficulty or aren’t sure where to begin, call our team.

Keep your information safe. Please keep passwords and verification codes private and leave sensitive account information out of email and website forms.

Questions About Your Financial Picture?

Online access helps you review account information. A conversation can help you understand how that information relates to your priorities.

If your circumstances have changed or you have questions about your plan, we’re here to listen. Our financial planning services help connect your accounts with your broader goals and responsibilities.

Contact Our Connecticut and Florida Team

Contact Our Team →

Connecticut

1000 Bridgeport Avenue, Unit 506
Shelton, CT 06484

Phone: 203.924.5420
Email: info@dimatteofinancial.com

Florida

17715 Gulf Boulevard, Unit 601
Redington Shores, FL 33708

Phone: 203.924.5420
Email: info@dimatteofinancial.com