Account Access
The software that you would be able to access as our client is called Investor360°®. Through Investor360°®, you have access to:
- Account balances
- Transactions
- Statements
- As-of-date reporting
- Real-time quotes and charts
- Imported TurboTax information for NFS accounts
I360 Features Access:
- Gain/Loss Information
- Performance
- Add/Edit Additional Assets
- Reports Tab
- Investor360°®Messages
Account aggregation
You can link your outside accounts to Investor360°, including:
- Investment
- Banking
- Loan
- Credit card
- Insurance accounts