We've added an important new capability to the system you use to view your investments online. In addition to providing an improved design and more user-friendly screens, the new version of Investor360°^® allows you to:

• Collect all of your financial information—including data from banking, credit card, investment, insurance, and loan accounts—and view them all in once place
   
• See a more complete picture of your entire financial portfolio—including accounts held elsewhere—through our online connection

Taking advantage of this new Account Aggregation capability will also allow me to see a more complete picture of your financial life—and help me to serve you better as a more informed financial consultant.

What's required?

You'll simply need to add the accounts you want—those not already managed by our office—into the Investor360° system. We'll provide you with precise instructions on how to do this. In general, linking an existing online account to Investor360° will typically take no more than a few minutes.

Let me know if you're interested.

I hope you'll consider using Account Aggregation—and that you'll want to take advantage of the ability to view all your financial information in a single place. If you'd like to know more, just call our office!