Investor360°

Investor360° is a simple and convenient way for our clients to view the information they value most. Investor360° can be viewed on a computer or mobile device.

With Investor360° clients are able to: 

• Get a quick summary of account balances, holdings, and activity.
• View different types of accounts and policies such as life, annuity and brokerage accounts in one place.
• View charts and graphs to evaluate accounts based on asset class and category.
• Look up symbols, and view holdings.
• Securely send and receive messages with your clients.
• Enjoy easier tax filing through integration with TurboTax®, TaxAct®, and H&R Block®.
• View statements and important documents.

To login to Investor360°, simply go to: http://www.investor360.com. If you have any questions regarding your username or password, please reach out to Susan Tallakson.