Secure Messaging Using Investor 360
Investor360° Messaging is a great way to securely send messages and documents to your advisor and our team when you're logged in to Investor360.
You can also use Investor 360o® Messaging as a way of storing copies of your important documents:
Just send an Investor 360o® message with your document file attached (tax return, wills, etc.) and you'll automatically have copies in a safe, organized location that you can access whenever you need them.
At your request, we can also load them into the shared documents folder in Investor 360 - just let us know your preference in the message.
To find out more about this service, just click here for a 2-minute video.
If you're ready to sign up, just click to email and we'll get your Investor360 account set up to access to these additional features.