Client Access

 

Most clients will use the Investor360°® button to access detailed account information and their 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.

 

Go Paperless: See your statements and confirmations online in Investor360°.

 

 

4 my account

The 4myaccount!® button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°. 

Need Access?

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