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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.

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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.