View360 by Rebalance is a client-exclusive, free 24/7 hub that allows you to navigate your money from anywhere, anytime. This makes viewing and understanding your financial life a breeze.
You can access your individual accounts, holdings, household summary, performance, investment mix, investment gain/loss vs cost, and reports and statements.
Requirements: For Rebalance clients only. If you would like to gain access to the app, please contact your primary contact at Rebalance.