Investor360° lets you:
- See your account balances and a detailed position breakdown for each account.
- View those balances and positions for all your accounts with us in one easy-to-read, consolidated report.
- Check on recent transactions within your accounts.
- Link to other accounts, such as your spouse’s or children’s, for a view of your overall financial picture. (Restrictions may apply; contact us for details.)
- Review important facts, such as your account setup and contact information and listed beneficiaries.
- View and download current and historical account statements.
- Get price quotes for traded securities.