Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.
Sowa Financial Group provides clients with a secure platform for storing and sharing documents with their advisor. Powered by Sharefile, your cloud based drop box allows for the secure sharing of statements, legal documents, and relevant files of any size with your advisor. To set up your personal folder, contact us at (401) 434-8090 or by email at firstname.lastname@example.org.