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Investor 360°
Accessing your account online is a key part of managing your finances. Investor360° is a secure platform that lets you view your accounts, send encrypted messages to your advisor, and aggregate external accounts for a complete financial view.
Watch this short video to see how Investor360° makes it easy to access your complete financial picture online.
For more details, check out the Investor360° user guide.
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If you’re not yet registered, complete the registration form and an advisor will contact you to get started.
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Access your account here.
Investor 360°
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.