Investor 360 - A Consolidated View of Your Accounts

Clients have access to their account information through this website via Investor360.  Brokerage accounts, directly held mutual fund accounts and variable annuity contracts can all be viewed together in one location.

If you are a client and you have an ID and password for Investor 360, click on the button below to access your account online anytime.

If you are a client and you would like to obtain an ID and Password for Investor360, please complete the form below. This form can also be used to request assistance or to obtain additional information.

You can learn more about Investor360 by accessing our user guide.

Note:  A separate platform, 4myaccount, is available for clients interested in downloading account information to Quicken or Microsoft Money.  Please use the form below to request additional information.