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Advisor Site Menu

Who We Are
- Our Story
- Our Team
How We Help
Resources

Access Your Account

Easily access your detailed account information and monthly consolidated statements online.

Eliminate the Clutter

See your statements and confirmations online in Investor360°

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View the Investor360° user guide for more information.

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If you would like to access your account online but do not have login credentials, please contact our office for assistance.

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Form CRS: Client Relationship Summary

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Copeland Financial 336 South Main Street, Findlay, OH 45840 | P419.423.7829 | F419.424.0554