As a Moore Wealth client, you have access to Investor360 \u2013 your portal to access a wide array of information, reports, and functions related to your finances. We set your account up when you became a client, so you\u2019ve probably gotten into a rhythm with how you access and utilize the platform. With that in mind, this article is intended to highlight a few key features of Investor360 that you might find useful, or that might add to the value the platform provides you.<\/span><\/p>Add Outside Accounts<\/b><\/p>
A critical part of building and maintaining your financial plan is ensuring that we are using the most up-to-date information possible. While Moore Wealth always has this information for accounts we manage on your behalf, we rely on you to provide us with information for outside accounts \u2013 like your employer-sponsored retirement plan, your mortgage, or your bank accounts. Investor360 provides you with two great ways to do this, allowing us to ensure that your plan is as accurate and as possible.<\/span><\/p>Regardless of which method you utilize to add outside accounts, you do so by clicking the \u201cAdd Account\u201d button, located next to the heading \u201cAdditional Accounts\u201d on your Investor360 Dashboard, or on the \u201cPortfolio \u2013 Holdings\u201d page.<\/span><\/p>To link an outside account, which will allow the account values to update nightly in Investor360, search for the financial institution that holds the account you want to link. Then click the relevant icon, and walk through the prompts. Investor360 utilizes Evestnet | Yodlee to aggregate information from outside accounts, which will guide you through the setup process by having you log in to the account. You are not providing your login information to any third parties \u2013 you are linking the data from your outside account to your Investor360 profile.<\/span><\/p>To manually enter an account, click the \u201cAdd Account Manually\u201d icon. With this option, you will need to select (at minimum): account type, account name, as of date, and description. If you choose to utilize the manual entry method, please keep in mind that it is up to you to ensure that the information entered is accurate.<\/span><\/p>Send Secure Messages<\/b><\/p>
Maintaining the security of your personal and financial information is of the utmost importance to Moore Wealth. Our internal processes and technology support this, to include the secure messaging function available via Investor360. Investor360 messages is best utilized for sharing sensitive information such as SSNs, full account numbers, or tax information.<\/span><\/p>Messages looks and operates very much the same as an email account. To send an Investor360 message, navigate to the \u201cMessages\u201d page of your Investor360 profile. Click the \u201cCompose\u201d button, then write a Subject Line and Message Text that will help us know what you\u2019re sending out way. Don\u2019t forget to include any relevant attachments.<\/span><\/p>Statements & Documents<\/b><\/p>
Like many of you, at Moore Wealth we like to avoid lots of paper (when we can), and we like to have more than one way to access important information. The \u201cStatements & Documents\u201d page of Investor360 can help you do this in a few ways.<\/span><\/p>As we enter tax season, you\u2019ll want access to your tax documents as soon as possible. The first place these will be available to you is via the \u201cStatements & Documents \u2013 Tax Documents\u201d page of your Investor360 profile. The schedule of availability \u2013 included elsewhere in the newsletter \u2013 will let you know when you can expect your tax documents to be available. Please note that the \u201cMost Recent Tax Document\u201d button will grant you access to the relevant 2023 document once it becomes available.<\/span><\/p>A relatively new feature \u2013 Document Upload \u2013 can be accessed via the \u201cStatements & Documents \u2013 Documents\u201d page. This feature allows you to upload documents from your device to your Investor360 profile that are stored there, and which become accessible to the Moore Wealth team. This is a great place to share a digital copy of your Legacy Binder with Moore Wealth!<\/span><\/p>Investor360 is your portal to access a wide array of information, reports, and functions related to your finances. If you want to learn how to better leverage Investor360, please do not hesitate to reach out the team \u2013 we\u2019re happy to help.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t