Investor360 - Account Set Up

Investor360 is a secure and comprehensive platform that allows clients access to view all their accounts in one place.  Advisors may share and communicate to clients directly within Investor360.

Advisor set up account

1. Client360 household – Administration tab – Investor360 subtab – + Create a New Investor360 ID
2. Type in a unique Login ID (it will show invalid if Login ID already exists)
3. Copy down the auto-generated password
4. Enter the client’s full name and select level of access
5. Select all accounts or group of accounts to be shared
6. Consent to share access and hit save

Advisor notify client

• Use Investor360 Initial Client Login Email Templates to send two separate emails to client – one with Login ID and one with password only

Client log in

• Use a Desktop or Laptop computer, go to www.investor360.com and enter the login in / temporary password provided by advisor (may change password later)

• Follow on screen instruction or Investor360 Setup Reference Guide to set up Multi-Factor Authentication and security questions
• After initial set up, client may download and install the Invesor360 mobile app in Apple or Google Play store

Troubleshoot account access issue

• Advisor may unlock account or reset password by going into client360 – Administration tab – Investor360 subtab

• For client phone number change or PingID reset, advisor may contact Practice Development Specialist at help@charteroakfinancial.com

For more information

• Investor360 Overview Reference Guide
• Investor360 Quick Reference Guide For the Advisor
• Investor360 vs. Wealthscape Investor Comparison Chart
• Investor360 vs. MassMutual.com
• Investor360 Training recording   /   Presentation