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