Investor360°®

3.5
37 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
Mar 21, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
3.5
37 reviews
Craig Palme
September 11, 2021
Somewhat pointless. Not able to access statements or tax documents. Have to log into mobile web site for that. So why bother with this? Now they hit you with a ping, double security? Give me a break. Whose ever idea this was is a piece of work. A very bored, frustrated individual at least.
12 people found this review helpful
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Daniel Martin
August 24, 2021
App simply opens a web browser and sends me to the website. Absolutely no point in having a app. And once to the webpage, I have to type my password each and every time.
6 people found this review helpful
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Dennis Mosco
June 27, 2021
Not particularly happy with this app .. it complains on occasion that I don't have the latest Google Chrome and just won't launch. Very frustrating. I just use the web interface.
5 people found this review helpful
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What's new

This update addresses and corrects reported inconsistencies in the delivery of in app notifications.