27 reviews
Content rating
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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
Updated on
May 15, 2024

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 4 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

27 reviews
V Juliano
July 6, 2024
It's nice that with the updated app that the fingerprint sign in finally works every time you open the app! I do miss the "cash" and "total" amounts being listed together for each account on the Total Accounts Balances listing page. Now, you have to go into each separate account to get the information, which is more time-consuming.
1 person found this review helpful
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Sheyna Galyan
May 15, 2024
Can't do anything with additional accounts other than view them. On the website, I can refresh accounts that have lost connectivity (which happens a lot) or update manually added accounts for which there's no way to link electronically. I'll be continuing to use the website until this is fixed in the app.
6 people found this review helpful
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Susan Mellecker
June 28, 2024
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.
10 people found this review helpful
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