Frequently Asked Questions
This guide has everything you need to know about managing your account with GatherWealth.
Whether you need to update your contact details, reset your password, access tax documents, or send secure information, we've got you covered.
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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!
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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.
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You can find your documents when you log onto Investor360 and navigate to your statements and documents tab.
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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.
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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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