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: If you have any questions regarding your username or password, please reach out to Susan Tallakson.