New Investor360° Mobile Experience!
You now have access to the new and improved Investor360° mobile application. The redesigned mobile experience is a key part of our relationship, and critical in ensuring that we work seamlessly together to achieve your goals and secure your financial future.
What Are the Enhancements?
We encourage you to start using the new mobile Investor360° experience when it’s available, as it provides you access to several key enhancements, including:
Improved look, feel, and navigation.
Real-time account values for accounts serviced via National Financial Services (NFS).
Dedicated landing page featuring account balances and navigation shortcuts.
Portfolio summary pages with balance history view.
Improved configurability and enhanced filter options (e.g., you can filter by symbol/CUSIP on the Activity tab)
What You Need to Do
Because this is a new application, you’ll need to first delete/uninstall your existing Investor360° app.
To delete/uninstall an app on an iOS device:
Touch and hold the Investor360° app on your device.
Tap Remove App, then tap Delete App to delete it from your iPhone.
To delete/uninstall an app on an Android device:
Touch and hold the Investor360° app on your device.
Tap Uninstall.
Once you have deleted the old app, you’ll need to download the new one from your App store (for Apple devices) or Play store (for Android devices). You can do this by searching for the term “Investor360°” or scanning the following QR code.
Please note: The legacy Investor360° mobile application will no longer be available for download as of May 10. Additionally, this application will be officially retired in June.
First Time Login?
Please keep in mind that your first login to the new application will require the use of the existing ID and password you currently use to access Investor360°. Once you are logged in for the first time, you will also need to reestablish your:
Multifactor authentication
Biometrics (such as fingerprint or Face ID)
Notifications (if they were previously turned on, you will need to reset them in the settings of your mobile device)
Upon login to the new app, you’ll see a short tour highlighting its new functionality.
Please note: If you have never used Investor360° before, your initial login must go through the desktop/web experience (investor360.com) to accept the terms and conditions.
Questions?
If you need help with the mobile app experience, go to the help section on investor360.com, which provides additional information and can be accessed through the [?] button in the top right corner. If you have any questions or issues with the Investor360° mobile application enhancements, please call our office at 315-428-1990.
From the desk of Shane Murphy, MBA, CMT®
Wealth Management Associate
Michael Roberts Associates, Inc.
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