Account Access


 

Investor 360

 

 

An Investor360°® mobile app is available for Apple and Android smartphones and tablets.

 

Don't have login information for Investor360°®?

Send us an e-mail to start the process!

 

Investor360°® Paperless Options

You have the option of receiving statements and confirms through the mail, as well as any other communications that are available for delivery in electronic format (prospectuses, fund information, etc.). To sign up for electronic statements and confirms, follow the directions below. This won't eliminate all of the mail you receive, but it should help reduce it.

Instructions

 

Use Investor360°® with TurboTax® and H&R Block® Software

If you’re using the popular tax software by TurboTax® or H&R Block®, Investor360°® can save you time by gathering and accurately inputting the investment account information you’ll need to complete your federal tax return. Only works with accounts held at National Financial Services LLC (NFS).

TurboTax®Instructions

H&R Block® Instructions


 

BPAS JMU 403(b) Accounts

BPAS took over the administrative services of our Calvert 403(b) accounts in June 2014. Calvert 403(b) accounts can now only be accessed online at BPAS.com.

Login Instructions

BPAS Customer Service: 866-401-5272 


 

American Funds Accounts

If you have accounts directly held at American Funds, we recommend that you set up your account on its website. You will be able to make or change reoccuring contributions, view your daily balance, change your mailing preferences, see your statements, and much more. 

American Funds Login

Learn more about American Funds E-Delivery