Sign In & Stay Up to Date
Digital Access to All Your Accounts Whenever You Need
Investor360° gives you the power to access your investment information from one convenient, online location, at any time.
Sign In To:
See an overview of your portfolio including:
- Account summary
- Asset allocation
- History of performance
- Holdings summary
Access statements & documents including:
- Consolidated statements
- Brokerage statements
- Quarterly statements
- Tax documents
- Documents from your advisor
Client User Guide
Managing Your Investor360° Profile
LOGGING IN TO INVESTOR360°
Investor360° gives you the power to access your investment information from one convenient location. Prior to logging in to Investor360,° obtain your login ID and “one-time” password from your advisor.
Please note: Should you have any difficulties with your account, please contact your advisor for help.
1. Go to www.Investor360.com, enter your login ID and temporary password, and click Log In.
2. The user agreement displays. Read through the agreement and click I Agree.
The first time you log in, you will automatically be brought to the Settings window to complete the following profile information:
User of this ID
Assign a specific person to the ID. The designated user will be able to view all accounts linked to the ID but will be able to edit only accounts associated with his or her social security number.
Enter your e-mail address. This e-mail is used to alert you of any errors or issues with your account.
Confirm your e-mail address.
Enter your default password to verify your identity before creating a new password.
Create a new password. Passwords must have at least eight characters and include three of the following character categories: uppercase letters, lowercase letters, numbers, and special characters (e.g., @, #, $).
Confirm the password.
Secret Question 1
Select a security question from the dropdown menu. If you ever forget your password, we’ll use these questions to identify you and help you create a new password. For instructions on how to reset your password, please see the Resetting your password section.
Enter the answer to Security Question 1. Please note: Answers are not case sensitive.
Secret Question 2
Select a security question from the dropdown menu
Enter the answer to Security Question 2.
You may sign up to go paperless and receive electronic versions of statements, customer correspondence, shareholder reports, and tax documents. Once you
go paperless, you will stop receiving these documents in the mail and will receive an e-mail notifying you that they are available within Investor360°
Your Investor360° account has been created, and the Overview subtab appears. To log in to Investor360° in the future, simply enter the login ID given to you by your advisor and the new password that you created.
If you forget your password, you can easily reset it by following these instructions
1. Go to www.Investor360.com and click the Forgot Your Password? link
2. Enter your Login ID and click Next
3. Answer your security questions and click Next. Remember that answers are not case sensitive.
Please note: If you can’t remember the answers to your security questions, contact your advisor for help with setting up a new “one-time” password. Follow the steps in the First-time user section to log in with the new temporary password.
4. Create a new password and click Next. Passwords must have at least eight characters and include three of the following character categories: uppercase letters, lowercase letters, numbers, and special characters (e.g., @, #, $).
5. Your password is now reset and the Overview subtab appears. To log in to Investor360° in the future, simply enter the login ID given to you by your advisor and the new password that you created.
STATEMENTS & DOCUMENTS
The Statements & Documents tab gives you access to all of your statements, including consolidated and quarterly statements, as well as documents shared with you by your advisor. Additionally, you can view whether you elected to receive these materials via mail or online (i.e., paperless).
Statements & Confirms
This tab is organized in six sections:
• Consolidated Statement
• Brokerage Statements
• Quarterly Statements
• Tax Documents
• Customer Correspondence
This section provides access to a consolidated statement that includes accounts, balances, and positions held for a specified period.
Statements can be created based on the following time frames:
Yesterday: View statement as of yesterday’s date.
Prior Month-End: View statement as of the end of the prior month.
Prior Quarter-End: View statement as of the end of the prior quarter.
Prior Year-End: View statement as of the end of the prior year.
The statement displays the following household information:
• Activity Summary
• Asset Category Allocation
• Accounts and Holdings
This section displays a list of statements for each account. Statements are posted within five days of month-end and are listed according to date, with the most current date first. Click on a month-end date to view the statement for that given month.
Please note: Only the first six months are listed. To view older statements, click the More… link.
Regulatory bodies may require NFS and/or Commonwealth to provide disclosure information to you. These disclosures are often communicated through a brokerage statement insert, such as Order Flow Practices and
Such inserts are listed according to date within the Brokerage Statements section. Click on a date to view the insert.
This section displays a list of quarterly statements for each account. Statements are posted within five days of quarter-end and are listed according to date, with the most current date first. Click on a quarter-end date to view the statement for that given quarter.
To receive e-mail notifications when a new statement is uploaded, check the box next to E-mail me when statements arrive. The E-mail Notification modal pop-up will be displayed when the check box is selected. Please note: The E-mail me when statements arrive check box will only be available for Investor360° IDs
that have PPS statements enabled by your advisor.
This section displays a list of tax documents sent to you by a fund company (e.g., NFS). Click on the link to view that particular tax document. Please note: Tax documents are for informational use only and do not replace the official tax documents mailed to you.
This section displays investor trade confirmations by trade date, account number, and registration. You can filter confirms by date and sort any of the displayed columns. Please note: Only confirms provided by NFS are listed on this page
Still having issues? Give us a call!
Two Teams. Two Offices. One Goal.
Helping you take control of your financial journey in-person, online, and over the phone.
13500 W. Capitol Drive, Suite 202
Brookfield, WI 53005
West Bend Office
111 S. Main Street
West Bend, WI 53095
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.