Account Access

Link up your Financial Life Image
 

 

Click button above to login to your account.

Use the Investor360°® button to access detailed account information and monthly consolidated statements online. You can also view the Investor360° user guide for more information.


 

View a demo

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

 

How to Go Paperless with Investor360°®

Instead of having statements mailed to you, you can set up your preferences in Investor360°® to have your statements sent directly to your e-mail.

 

To change your preferences to go paperless:

  1. Log in to your Investor360°® account.
  2. Select Settings in the upper right-hand corner.
  3. Within the settings window, scroll down until you get to the section labeled “Paperless Preferences”
  4. Select “E-deliver selected documents and notifications”
  5. Enter who you would like the statements e-delivered to and their e-mail address.
  6. Select which statements you would like e-delivered.
  7. Click “Save”
  8. Read and Accept the User Agreement. Click “Save”
  9. You will see a notification saying your settings have been saved, click “OK”
  10. You are now paperless!

To view your paperless preferences, click the Statements & Confirms tab. Right below the tabs towards the right, you will see “View Paperless Preferences.” Click, and you will find your account numbers, the person and e-mail address receiving the documents, and which documents are set up for e-delivery. Once you are set up for paperless, you will no longer receive the paper copy in the mail.

 

Please Note:

  • The paperless preferences feature is available only on accounts owned by the Investor360°® ID User.
  • The “E-mail me when statements arrive” check box will be available only for Investor360°® IDs that have PPS statements enabled by your advisor

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

412-831-7800