New Investor360° Experience Coming August 18

August 06, 2023


I’m pleased to share with you that a new Investor360° experience will soon be available to you, starting on Friday, August 18. You will have access to all of the same features you are used to as well as several critical enhancements. The legacy version of Investor360° is retiring once you transition to the new experience.

You can learn more about the new Investor360° by watching the video in the bottom right hand corner of the "Client Login" page of our website:

The video explains all Investor360° has to offer, including:

  • Dashboard: A customizable dashboard—with widgets you can move, customize, and remove—as well as quick account group functionality
  • Intraday pricing: Real-time pricing available for National Financial Services (NFS) accounts
  • Document upload: The ability to upload your documents, removing the extra step of emailing them in
  • Market data and research: Quick access to news, research, and other content directly related to your portfolio

What Should You Expect?

The new Investor360° experience will have an updated look and feel, with new features and functionalities. We encourage you to use the improved in-app help for guidance as you navigate the tool. In addition, new in-app help training videos (simply select the question mark button) are available in Investor360° via the Getting Started with Investor360° tile.

These videos will guide you through the new experience:

  • Customizing the Dashboard
  • Customizing Holdings View
  • Exporting Account Activity
  • Uploading Documents
  • Markets and Research

What Do You Need to Do?

Beginning Friday, August 18, you will need to accept the new terms and conditions in the new Investor360° experience, if you haven’t already.

I have also attached a popular features guide for you to view:

Investor360 Features User Guide​

Please note that the Investor360° mobile application will not be updated until later this year. If you choose to access from a browser on a mobile device, however, you will be taken to the new experience. I will communicate to you once I know more about the Investor360° mobile application update.

If you have any questions, please don't hesitate to contact our office.


Advisory services offered through C F Parks Inc, a Registered Investment Advisor.

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