Account Access

Client Account Access

 

Investor360º provides clients access to all regular brokerage accounts, as well as invesments that are linked to their brokerage statement.

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Put Your Financial Life In the Palm of Your Hand

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

View a demo
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Would you like online access to your accounts ?

If you are a Bucholtz Consulting client and would like to access your accounts online, please contact our office for more information.

Email:  Gail@bucholtzconsulting.com

Phone:  440-944-7070


 

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