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.
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:
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!