Investor360°®

Advisor360°, LLC

About this app

Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring:
• Real-time holdings and detailed balances
• Balance and transaction history
• Detailed position breakdown for each account
• Securely encrypted messaging allowing file attachment
• 24x7 continual platform access

Ratings and reviews

It's nice that with the updated app that the fingerprint sign in finally works almost every time you open the app! Today, it requested that I re log in due to fingerprint expired. Upon re logging in the app, it goes through a cycle of indicating that the fingerprint has expired. The app won't let me in. I do miss the "cash" and "total" amounts being listed together for each account on the Total Accounts Balances listing page.

Just downloaded it because I *had* to and like other reviewers, I log in, it looks like it worked but it kicks me back to the sign on page. Every. Single. Time. It sucks. Contacting my financial institution now to advise them they need to work with their vendor for a different solution.

This new app stinks. The old one worked very well. Now all you get is "there seems to be an error. I would delete it, but we are forced to use this worthless app. It is nearly enough to make me move my investments to a different broker. Call your financial advisor and complain. Would rate zero if I could.

What's new

Fixed a bug that was causing some users to have issues logging in.
Other small enhancements and bug fixes.