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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.
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What's New in Rebalance View360
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
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