Investor 360 Training for Clients

As a client of WestPoint Financial Group, you have access to one of the best online platforms available, called Investor360°

Come to one of our training classes held at 10:00 and 2:00 to learn how to:

☆ access your account in the Investor360° platform on your computer, tablet, or phone

☆ set up your username and password

☆ navigate within the platform to see all the details of your accounts

☆ access tax documents and statements

☆ view your other accounts that you have with other companies on the same platform

Note: Attendees should bring their personal device to the meeting

You may also like the following events from Thomas G Bongiorno, Financial Advisor, WestPoint Financial Group:

• Next month, 9th December, 05:00 pm, It's All About You: a Client Appreciation Event in Freeport

Also check out other Workshops in Freeport, Meetups in Freeport.