Your Account|Fitzgerald Financial Group
Some clients like their information on paper, some clients like to view electronic copies, and some clients like a little of each. Investor360°® provides online access where clients may view account information and update paper / paperless settings. Portfolio overview, holdings, account activity and more can be available. You can view the Investor360° user guide for more information.
This short (2-minute) video provides an overview of how Investor360° delivers easy online access to your complete financial life.