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.   

View a demo
 

 

 

This short (2-minute) video provides an overview of how Investor360° delivers easy online access to your complete financial life.

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

Questions?

If you cannot find what you want, let us know.  eMail   will give time to research your questions about reports and information access so we can have the information when we get back to you.