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A note to our financial planning clients:

To create a more secure login process in Investor360°®, multifactor authentication (MFA) will be required for all users (mobile and desktop platforms) beginning Sept. 9, 2021.

What Does This Mean?

When you log in after Sept. 9, you will be asked to set up MFA in Investor360° on either a desktop browser or mobile app. A set of instructions will appear on your desktop or mobile device screen to assist you with the setup process.  We’re including a link here to the Investor360° Mobile Reference Guide.

Want to Download Investor360° Mobile?

On your mobile device, you can download Investor360° Mobile from the Apple Store or Google Play.


If you have any questions or would like to give feedback about Investor360° MFA, please give us a call at 236-4311.

Smartphone and Laptop icons with password secured. Password protected sign. Phone and Laptop with enter password code, verification security authorization two step authentication.
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