A Complete View of
Your Financial Life
Client login
Investor360° Delivers Easy Access to Your Complete Financial Life
Our secure online portal allows you to conveniently add all your financial accounts, including investments, loans, credit cards, and insurance. Your personal information is protected with advanced data encryption technology, creating a high level of security.
Interested in accessing your account online but don’t yet have login credentials? Please call our office or email us at clientservice@williamsasset.com
The Benefits of Investor360°
- View performance of your portfolio
- Review all your investments and asset allocation
- Access trade confirmations and statements
- Select paperless preferences
- Import investment data quickly and easily into TurboTax, TaxAct, or H&R Block software
- Store important financial and legal documents securely online
- Bring together data from bank accounts and employer accounts in order to get a 360-degree view of all your finances
- Access 24/7, 365 days a year through the web portal or on the Investor360° mobile app
Frequently Asked Questions
What are Investor360° 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 Williams Asset Management 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 or email clientservice@williamsasset.com for assistance.
Can I securely upload documents within Investor360°?
Yes! Documents can be uploaded within Investor360°. See the video below.