text
Client Log-in
I DO NOT have an Investor360°® account

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

play Watch Video
Request an Investor360° Account

If you do not currently have a username and password and would like access to your account online, please submit your information using the form below, and our client service concierge will reach out to you shortly to assist with your request.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
I have an Investor360°® account

To securely access your account information via Investor360°, please click on the button below:

i360
additional Investor360°® features

Additional Assets

Allows you to add financial information from accounts not held with us, such as banking, credit card, investment, insurance, and loan accounts, so you can see everything in one online location.

Go Paperless

See your statements and confirmation online in Investor360.

 IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.