Client resources
Frequently Asked Questions
This guide has everything you need to know about managing your account with GatherWealth.
How can we help?
Answers for common account needs.
Whether you need to update your contact details, reset your password, access tax documents, or send secure information, we’ve got you covered.
How do I make changes to my account?
If you need to make changes to phone number(s), address, email, beneficiaries, change your banking information, etc. please send us a quick email at info@gatherwm.com or give us a call at (401) 310-3920 so we can update your account(s).
Let us do the heavy lifting for you!
How do I reset my password with Investor360?
Please email info@gatherwm.com.
You will receive a temporary password to access you account. From there, you can change it to the password of your choosing.
Where can I find my tax documents?
You can find your documents when you log onto Investor360 and navigate to your statements and documents tab.
How do I send sensitive information?
By logging into Investor360, you can draft and send a secure email for any sensitive information you might need to share with us.
Contact our Operations Manager, Stephen DiPardo, for more information.
Who do I make checks payable to?
For contributions, please write the check out to National Financial Services or NFS.
For advisory fees, please write the check out to Commonwealth Financial Network
For all other checks, please call our offices for more information.
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