Tax Integration

Investor360º Makes Tax Filing Easier!

If you are using TaxAct, TurboTax, or H&R Block software, Investor360°® can save you time and aggravation by accurately transferring the investment account information you’ll need to complete your federal return.

Download these helpful brochures for instructions on how to access, select, and import everything you need into TaxAct, TurboTax, or H&R Block, safely and easily. For more information and additional tax resources, select Help and then Tax Resources from within your Investor360° account.

Hopefully this makes preparing your return just a little less stressful! And if you haven’t already signed up for Investor360°, there’s never been a better time to do so!

Investor360 Sign Up

Fill out the form below and we will contact you to set up your online access.

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