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 tax software (e.g. TurboTax), or pull in information regarding your outside investment accounts.  Watch this short video to learn how Investor360° can deliver easy access to your complete financial life. 
     

    Investor360 Video

     

     

     
    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, mortgage accounts, credit card accounts, and workplace retirement plans. 

     

    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, prospectuses, and broker/dealer correspondence, and be notified through e-mail when these documents are available. 

    smartphone
     

    Investor360° Mobile App

    Access your accounts, investments, and trading activity on your mobile device through our free Investor360° app.  The Investor360° app is available for Apple devices through the Apple Store and for Android devices, through Google Play.

    If you need assistance with Investor360°, whether it's getting started, resetting your password, or navigating the site itself, please contact our Client Relations Manager, Alli Schilling, at [email protected] or at 781.890.6484.