Account Access


An important part of your financial process is being able to access your account online. Investor360° is the secure platform you can use to view your accounts, send encrypted messages to your advisor to keep your data safe, aggregate accounts in other places so you can view everything all in one place. 

If you are not yet registered, fill out the below form and an advisor will reach out to you to get you started. If you are already registered, use the link on the right to access your accounts. 

View a demo

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



You can also view the Investor360° user guide for more information.


Investor360° Makes Tax Time Easier

If you’re using TaxAct, TurboTax, or H&R Block software, Investor360°® can save you time and aggravation by accurately transferring the investment account information you’ll need to complete your federal return.

Take a look at these helpful brochures for instructions on how to access, select, and import everything you need into TaxAct, TurboTax, or H&R Block, safely and easily. For more information and additional tax resources, select Help and then Tax Resources from within your Investor360° account.

You can also use Investor360 to download your account information directly to Quicken. 

Already Registered?

Click the link to access your account. 


Want to get Registered?

Fill out the following information and an advisor will get back to you shortly with instructions on how to get set up. 

Request Account Access


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