Investor360°®

Investor360°® is our online client portal that offers you a full picture of your wealth planning efforts, from account details, to past statements and trade confirmations, to activity and secure document storage. Through Investor360°, you can set your paperless preferences, download tax documents, export data to TurboTax, or pull in information regarding your outside investment accounts.  

Investor360


 

play-button

Overview

Watch this short video to learn how Investor360° can deliver easy access to your complete financial life. To request access to Investor360°, please complete the form on our Contact Us page. 
 

Investor360 Video
 

 

 

 

 

gardening

Going Paperless

We are an environmentally-conscious firm that encourages you to be as paperless as possible. Through Investor360°, you can access account statements, trade confirmations, annual reports, prospectus, and broker/dealer correspondence, and be notified through e-mail when these documents are available. 

Reasons to Go Paperless and Instructions

 

 

smartphone

Investor360° Mobile App

Access your accounts, investments, and trading activity on your mobile device through our free Investor360° app. To download the app, click on the Apple or Android links below.
 

apple app

 

googleapp
 

 

Info3

User Guides

Here are links to the Investor360° User Guide, an online demonstration of the Investor360° portal, and instructions for easily downloading important tax and investment information into TurboTax:

 

 

intersection

Account Aggregation

Investor360° offers you a single view of your portfolio across all of your accounts, including those held outside of Tilton Wealth Management. Accounts may include bank assets, investment accounts, and workplace retirement plans. To add additional assets not currently held through Tilton Wealth Management, please consult these step-by-step instructions:  

Investor360° Account Aggregation Instructions

question

Need Help?

If you need assistance with Investor360°, whether it's getting started, resetting your password, or navigating the site itself, please contact Client Relations Manager, Alli Schilling, at aschilling@tiltonwm.com or at 781.890.6484.