Investor360°®

3.1
58 reviews
10K+
Downloads
Content rating
Everyone
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About this app

Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.

Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
Updated on
Oct 24, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Messages and 3 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

3.1
56 reviews
Kevin McLeaster
March 1, 2023
No attachments? Message capabilities reduced? I hadn't accessed Investor360 for awhile, but I didn't remember the app being so worthless. Perhaps I went to the trouble to go to the desktop view of their website last time. I'm curious to know if the app was always poor, or if they deliberately made it worse with the latest release. This reflects poorly on Commonwealth.
1 person found this review helpful
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RAM “RAM”
January 20, 2023
Not complete for me. The app is not displaying all of my selections, but my financial advisor seems to have. The end user needs to be upgraded so I can send document attachments if needed. My screen will not rotate to horizontal position. Is there anything that can be done to allow me to obtain tax documents? Thats not available either.
1 person found this review helpful
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Deb Loiselle
February 16, 2024
Added 2/16/24 I am unable to access the account via notification links. The always fail to log me in. 2/15/24....Basic app with limited features. I am unable to attach docs to be securely sent to my financial advisor as requested. I have to log in to the website, which is a hassle, to use on my phone. The programmers need to use the apps they develop to understand how to make them user friendly.
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What's new

Minor Bug fixes and Security Updates