Investor 360° Training for Clients

Have you ever wanted to see all your investments and insurance policies online, and in one place?

As a client of WestPoint Financial Group, you have access to one of the best online platforms available, called Investor360°.
Don’t worry about not knowing how to get online. We will help you learn how to navigate the platform.

Come to one of our quarterly training meetings where you will 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, 12th March, 10:00 am, Investor 360 Training for Clients in Freeport

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