iPhone Screenshots

Description

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

What's New

Version 1.1.5

Bug fixes and enhancements.

Ratings and Reviews

3.5 out of 5

8 Ratings

8 Ratings

Log in

Marck14327698

Hi. How about adding touch log in?

Add Touch ID

Steve17771

Please add Touch ID.

Needs a massive overhaul

David122

Needs to updated with Touch ID support, support for larger screened iPhones, and needs to be redesigned to fit the aesthetic of a modern mobile financial services app.

Information

Seller
COMMONWEALTH EQUITY SERVICES, LLP
Size
1.9 MB
Category
Finance
Compatibility
Requires iOS 7.1 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Commonwealth Equity Services
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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