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