Account Access
Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Account Aggregation
Are you looking for one spot to see all of your assets including accounts held at another custodian? Investor360° offers account aggregation with a few simple clicks. Here is a handy Investor360° Account Aggregation User Guide to help you get started.
Lost your connection to Investor360° Account Aggregation? Let's get you reconnected by taking these steps: Investor360° Account Aggregation Reconnect User Guide.
Need Access?
If this is your first time accessing your accounts, please call our office at 815-577-0029 for your username and password.
If you need assistance accessing your accounts directly with a mutual fund company, send us an e-mail and we can help with your specific questions.
Mobile Apps
For convenience, download our mobile app
