Investor360°® Mobile App Now Available

Mike Mallak By | On November 30, 2015

There’s now an even better way for you to stay up to date with your accounts while on the go: a new Investor360°® mobile app for smartphones and tablets.

The app puts an executive summary of your accounts right in the palm of your hand, so you can check:

Account and cash balances

  • Cash balance history
  • Historical transactions
  • Activity summary
  • Positions by account and security
  • Detailed position breakdowns for each account


For client with an existing Investor360° login, you can download the app directly from the Apple App Store (for iPhones) or Google Play (for Android). You can also search the App or Play store for Investor360° and follow the prompts to add the app to your smartphone or tablet.

If you do not have an Investor360° login simply call or email your advisor.