Account Access

Click this button to access your accounts online using Investor360°®.

Our clients can use Investor360°® to access detailed account information and your monthly consolidated statements online. You can also view the Investor360° user guide for more information. This login includes the opportunity for adding assets not held with Keystone Financial Partners, so you can get a full picture of your financial profile. Investor360°® also now offers a secure messaging system if you need to send us confidential information in a secure email.


            View a demo

Watch this short video (2 min, 14 sec) to learn how Investor360° delivers easy online access to your complete financial life.



Need Access?

Don't have a login for Investor360°®? 
Contact us at 919-463-0018 or 
to set up a user ID and temporary password.