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Client Resources
Welcome to your Client Resources hub. This page gives you quick, secure access to the tools you already use to manage your accounts and stay connected with your SRG advisor.
Investor360°
Use Investor360° to view and manage your investment accounts.
You can:
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See account balances and holdings
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Access statements and tax documents
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Send secure messages to your financial team when needed
If you’re new to Investor360°, check out the Welcome Instructions to get started.
eMoney
eMoney is your personalized financial planning dashboard to keep your details current so we can plan together with the most accurate, up-to-date data.
It lets you:
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View your investment balances in real time
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Link accounts across institutions — investments, banking, mortgages, and loans — for a complete view of your finances
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Track progress toward your financial goals
Access is by invitation. If you’d like to request access or need a password reset, please reach out to your SRG advisor.
MassMutual.com
Do you have a MassMutual insurance policy? If so, log in to MassMutual.com to manage your policies and annuities.
From here, you can:
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Review policy and annuity details
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Make or schedule premium payments
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Update your information securely online
For additional support, visit the MassMutual Account FAQs.
Need Help?
If you have trouble accessing any of your accounts, contact our team and we’ll be glad to help.
Email: info@smithrichardsgroup.com
Phone: (206) 275-3900
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