To access your accounts online, please click the Investor360°® button below.
With Investor360°, your online account access portal, you can:
- View up-to-date information on all of your accounts, including current account balances and year-to-date transactions;
- Get real-time stock quotes and charts;
- Import data from other accounts to get a comprehensive view of all your investments; and
- View and download monthly account statements and quarterly PPS performance reports.
If you have any questions about Investor360°, or would like to get access to it (or if you have forgotten your existing Investor360° login credentials), call us at 508.598.1082 or email us at [email protected].