Investor 360

A Complete View of Your Financial Life

With Investor360°, your entire financial picture is as close as the palm of your hand. When you sign up to access your account online through Investor360° you’ll be able to:

• Quickly see YTD changes in your portfolio
• View a breakdown of balances in all your accounts
• Review all your specific investment holdings
• Access trade confirms, brokerage and consolidated statements with a single click
• Eliminate paper by electing electronic delivery
• Import investment data quickly and easily into your TurboTax or H&R Block software
• Store important financial and legal documents securely online

Sophisticated data encryption ensures that all your personal information is secure. And Investor360° also enables you to easily add all your other financial accounts (investments, loans, credit cards and insurance) to give you a more comprehensive view.

Interested in accessing your account online but don’t yet have login credentials? Please contact our office.