Gale IM Client Accounts

Your Investment Accounts

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To securely access your account information via Investor360°®, click on the log-in button below:

 


Forgot your username or password? Call us at (360) 385-5044 and we'll be happy to help. 


User guides and instructions: 

Investor360° User Guide  |  Investor360° Mobile User Guide  |  Account Aggregation
Logging in to Your Account  |  Resetting your Password  |  Go Paperless
Quicken Instructions  |  Turbo Tax Instructions  |  H&R Block Tax Software Instructions

 

View a demo

Want to know more? Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

Need Access?

If you would like to access your Gale Investment Management accounts online but do not have log-in credentials, please contact our office for assistance.


 

Are You a Jefferson Healthcare Employee?

Your Financial Plan

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We help you reach your financial goals with MoneyGuidePro®, an innovative online financial planning system.

Click the button below to access your personalized financial plan:

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Please call us at (360) 385-5044 if you need your user ID and password, or if you have any additional questions about this collaborative planning tool.