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Account Access

I have an Investor360° account:

To securely access your account information via Investor360°,

please click on the button below:


Forgot your username or password?
Call our office, and we'll be happy to help you.


I do not have an Investor360° account:

View a demo

Watch this short video to learn how
Investor360° delivers easy online
access to your complete financial life.


Request an Investor360° Account:

If you do not currently have a username and password and would like access to your account online, please call our office at 651.633.2689 or email us at [email protected] and we'll be happy to help you.