Account 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.


All our clients have access to Investor360°, so you can log in anytime for quick and convenient access to a full executive summary of your financial life. Investor360° is an easy-to-use, private, safe, and secure way that you can:

  • See your account balances in a consolidated report or with a detailed position breakdown for each account.
  • Get real-time price quotes and charts for traded securities.
  • Manage your accounts by checking on recent transactions or reviewing account setup and contact information, listed beneficiaries, and other named individuals.
  • Link to other accounts held with us. (Restrictions may apply; contact us for details.)
  • Eliminate paper statements because you can view or download current and historical account statements and trade confirms online.

And, as with all our transactions—in person or online—your personal and account information is protected by the most advanced online security protocols so that you are the only one that can gain access to your accounts. For added security, your complete social security number is not displayed within Investor360°.


View a demo

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

Need Access?

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