Investor360° Overview

Speaker: Shanda Bortner, Director of Client Experience

Transcript:

Welcome to Investor360°, an online tool that gives you the power to access your investment information from a single, convenient location.

Let's take a minute to show you how to navigate the website and where you can view your accounts online.

Alright, let's enjoy this black screen while it loads

Alright. And so, by now, you should have received an email from our team with your username and password. You will simply go to www.investor360.com and plug in those credentials.

When you log in, you'll see a great overview of all the accounts we've set up for you.

At the top, [left side], you will see your total account value and listed below. That will be your individual accounts.

Over to the right, you can see a breakdown of how those individual accounts are currently invested.

If you'd like to change the settings, you can by simply clicking these 3 small dots at the top of the screen and hitting settings, and filter as you'd like.

If you scroll further down, you will see portfolio performance [left side] as well as the top 10 holdings [right side].

I do want to point out that currently, the default option for all of this is Year to Today. So, what you're looking at is year-to-date activity, year-to-date deposits, and withdrawals.

You can change this by going to the top of the page next to my dashboard right here and clicking this dropdown. You can specify whether it's the last 12 months or prior month. You can specify, customize, however, you'd like.

And the same goes for the accounts. Right now, you're seeing all the accounts. You can drop down right here and select one or 2 accounts if you choose to. Doing these things will change the view and the information that's presented.

If you apply for insurance in the future, you can find that information appear under the insurance tab.

And the last thing I want to highlight is under statements and documents right here [bar at top]. After the end of the year, you'll have all the tax forms your CPA will need right under here tax documents [in the drop-down menu under statements and documents]. And under the documents tab right here, we've already uploaded all the reports your advisor has shown you.

I hope this has been helpful. If you have any questions, please send me an email at sbortner@financialguide.com.

As always, thank you for your trust and confidence.