Investor360°®
Free
1.2.65for iPhone, iPod touch
Age Rating
Investor360°® Screenshots
About Investor360°®
Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
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What's New in the Latest Version 1.2.65
Last updated on Oct 26, 2023
Old Versions
Minor Bug fixes and Security Updates
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Version History
1.2.65
Oct 26, 2023
Minor Bug fixes and Security Updates
1.2.64
Sep 14, 2023
Minor Bug fixes and Security Updates
1.2.55
Apr 27, 2023
Bug fixes and minor enhancements
1.2.53
Mar 16, 2023
UI bug fixes
1.2.48
Feb 3, 2023
* Networking improvements
* Performance enhancements
* Bug fixes
* Performance enhancements
* Bug fixes
1.2.25
Oct 15, 2021
Bug fixes and stability improvements
1.2.23
Aug 12, 2021
Bug fixes and enhancements.
1.2.22
Aug 5, 2021
Bug fixes and enhancements.
1.2.21
Jul 14, 2021
Bug fixes and enhancements.
1.2.20
Apr 29, 2021
Updated Authentication Flow.
Insurance – feature will be shown based on permissions.
Insurance – feature will be shown based on permissions.
1.1.6
Sep 26, 2018
Investor360° Mobile has been updated to support iPhone X.
1.1.5
May 26, 2017
Bug fixes and enhancements.
1.1.4
May 27, 2016
This release displays your financial advisor's contact information (if available).
1.0.8
Nov 9, 2015
Investor360°® FAQ
Click here to learn how to download Investor360°® in restricted country or region.
Check the following list to see the minimum requirements of Investor360°®.
iPhone
Requires iOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
Investor360°® supports English