• Welcome to Cornerstone's new web login service! Our system is completely secure, and we hope that you consider this a dependable resource for any information you may want to store online, whether or not it's related to your investment account(s).

• Not only will we upload your statements here (no more having to remember a new password every time), you can communicate with us this way, especially any time you have confidential information you need to share with us. For example, if we need your Social Security Number in setting up a new account for you, we will send you a note this way because it is more secure than most email accounts.

• Also, you can invite your other advisors to access your account to ease and consolidate communication. If you have an accountant, an attorney, etc. you would like to access your account as a third party, we will provide you that service for your convenience.

Tutorials

• Change your password and edit your Profile.

• View your account statement(s).

• Send us a secure message.

• Manage all your personal passwords in our system.

• Invite an advisor to your account.

 

• If you ever have questions or comments about this new service, please feel free to contact Haden anytime at 251.626.6292 or hoswalt[at]csimac.com.

• We appreciate your patience with us while we work out any glitches and problems. Please expect a slight learning curve while we adjust to the new system.