Online Access

     

    Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.

                                                           

    View a demo

    Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

    Need Access?

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

     

    Account Aggregation

    We’ve added an important new capability to the system you use to view your investments online. In addition to providing an improved design and more user-friendly screens, Investor360°® now allows you to:

    • Collect all of your financial information—including data from banking, credit card, investment, insurance, and loan accounts—and view them all in one place
    • See a more complete picture of your entire financial portfolio—including accounts held elsewhere—through our online connection

    Taking advantage of this new Account Aggregation capability will also allow me to see a more complete picture of your financial life—and help me to serve you better as a more informed financial consultant.

    Let me know if you’re interested.
    I hope you’ll consider using Account Aggregation—and that you’ll want to take advantage of the ability to view all your financial information in a single place. Contact us if you’d like to know more!