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Client Access
Connect to your accounts anytime, anywhere with Investor360.
Features of Investor360
Seamlessly and securely view your accounts in one place. Enjoy a user-friendly platform that enhances your investment experience.
Customizable Dashboard
Personalize your account dashboard to focus on what matters most to you. Gain valuable insights into your account values and historical performance, while maintaining a clear overview of where your portfolio is invested.
Secure Messaging
While you can email, call or text our office, Investor360 gives clients an additional way to communicate securely. Let us know about changes to your financial planning goals, share documents, or ask about your portfolio through your account online.
Real Time Updates
While you can email, call or text our office, Investor360 gives clients an additional way to communicate securely. Let us know about changes to your financial planning goals, share documents, or ask about your portfolio through your account online.
Connect Outside Accounts
Gain a comprehensive view of your financial picture by connecting your outside accounts to Investor360. Whether it's your bank accounts, investment portfolios, retirement plans, credit cards, or other financial assets, you can bring them all together for a holistic view.
View Documents and Enroll in Paperless Delivery
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Save time and securely view your documents online. Easily stay on top of recent statements before they arrive in the mail.
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​Clients have the ability to sign up for electronic delivery, eliminating junk mail that arrives at your house.
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When new documents are ready, you will receive an email to let you know. Then, log in to Investor360 and view, save or print them.
Download the App
Stay up-to-date on your portfolio at anytime, anywhere.
Speak with Our Team
Learn how we can help you achieve your financial goals.
727 East Landis Ave, Suite 1
Vineland, New Jersey 08360
856-692-0022