A Complete View of Your Financial Life
Investor360° works with today’s most popular Internet browsers, including Internet Explorer, Firefox, Safari (for Macintosh), and Chrome. Just log on and point and click to manage, monitor, and navigate within your accounts however you like.
Also, our mobile app makes it easier for you to view your account information on the go. You can download the app directly from the Apple App Store (for Apple devices) or Google Play (for Android devices). Just
search for “Investor360” and follow the prompts to add the app to your smartphone or tablet.
Interested in accessing your account online but don’t yet have login credentials? Please contact our office.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
FAQS:
What is Investor 360o Messages?
Investor360° Messages functions much like other e-mail applications you may be familiar with and allows you to easily and securely:
- View important paperwork our office has shared with you in a secure document vault
- Securely attach statements and documents to share with your advisor
What is account aggregation?
Account aggregation is a system that allows financial accounts held outside of Commonwealth to be displayed within Investor360°. You can add information about these assets to Investor360° and the data flows directly to our office.
The types of accounts you can add include investment, loan, credit card, and insurance accounts; account values update automatically through a nightly feed. We encourage all of our clients to leverage this service as it not only helps you see your overall financial household in one location but also allows us to better prepare for your review meetings.
How do I sign up for paperless statements?
Paperless Preferences: With Investor360º, eliminating paper takes just minutes! You will be able to view your statements and confirmations online in Investor360º.
How do I sign up for Investor360º?
If you would like to access your account online but do not have login credentials, please contact our office at 410.740.0220 for assistance.
Can I securely upload documents within Investor 360?
Yes! Documents can be uploaded within Investor 360. See the video below.
