One stop shopping for all of your account information and data.
With a single log-in, Investor360°® provides you access to all of your account information and investment performance data. You can:
- See your account balances and a detailed position breakdown for each account as of any date range, including accounts not held with us.
- View balances and positions for all your accounts held with us in one easy-to-read, consolidated report.
- View actual investment performance vs. an appropriate benchmark for any date range for all accounts held with us.
- Check on recent transactions within your accounts.
- Link to other accounts, such as your spouse’s or children’s, held with us. (Restrictions may apply; contact us for details.)
- Review important facts, such as your account setup and contact information, listed beneficiaries, and other named individuals.
- View important documents you have stored in a secure document vault.
- Eliminate paper statements and view or download current and historical account statements and trade confirms online.
- Get real-time price quotes and charts for traded securities.
- Run in-depth reports to get even more information on your accounts.
- Import account information to TurboTax for easier, more efficient tax filing.