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Technology

At Cornerstone, we offer a number of online tools to help you know where you stand – from wherever you’re standing. Each of these tools are designed to put instant insight and control at your fingertips.

Investor Access

Stay up to date on all of your financial accounts by accessing Investor Access. Investor Access allows you to track your asset allocation, view your fund selections, see how funds are performing, and access market information. Investor Access also offers Bill Pay and the ability to transfer funds between your accounts.

Vault

Vault is a secure online tool where you can upload, store and organize digital copies of vital documents. The vault is a great collaboration tool that keeps you connected with your advisor by giving you each the ability to view documents and comment back and forth. Learn more and be sure to access this convenient tool.

eSignature

Conduct safe and secure business without having to leave home! You can review, sign and return important financial documents to our office quickly and easily. Ask your advisor or client service associate for more information.