iPhone Screenshots


Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.

• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts

What’s New

Version 1.1.6

Investor360° Mobile has been updated to support iPhone X.

Ratings and Reviews

2.9 out of 5
38 Ratings

38 Ratings

read me a story... ,

Has quit working on iPhone 8

App worked fine for years prior to updating to 13.5.1. Now it just displays a never-ending spinner after login screen.

Developer Response ,

Afternoon. Sorry you ran into the never-ending spinner bug. We recently released an update that fixes this particular issue. Please let us know if you run into any more problems. If you have additional feedback that would improve the experience please let me know. Your feedback drives our roadmap. Talk soon!

Cherise Diablo ,

Lost functionality-Activity screen

Love this app on my iPhone 8+ with iOS 14.0.1. It’s easy to use and gives a quick snapshot of your account. Unfortunately, for about the last year, the activity tab no longer allows scrolling for more than 1 screen. I’m hoping that can be fixed soon. Also, the screen shots on the App Store show what the application looks like in a browser, not the mobile app.
Update-Thank you! I received an email from the developer. The scrolling bug on the activity screen is fixed. I updated this app from 4 stars to 5 stars. Added that star for functionality and for developer response to a reported problem.

Developer Response ,

Afternoon, Cherise. Sorry you ran into this scrolling bug. We recently released an update that fixes this particular issue. Please let us know if you run into any more problems. Have a fantastic day!

Oncia ,

Investor360 app

My Financial Advisor suggested the Investor 360 app. I installed it on my iPhone 6. It redirects me to webpage to create a profile, but the page never opens. Tried it on a pc and same thing. Just a blank white screen with current date and time at top, and at bottom it says its waiting for a response. It never goes past this. Useless like this. Really shouldn’t give any stares. I emailed the app tech support and never heard from them.
Prior to switching institutions, due to job changes, I had the T. Row Price app. Now there’s a great app! Unfortunately your account needs to be with them for that app.
Extremely disappointed in the Investor360 app. I actually enjoy watching my account, and learning about the stock market. Fix this app folks!!!!
So disappointed😢

App Privacy

The developer, Advisor360°, LLC, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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