I can't sign in
Use the 'Forgot password' link below. If you're still stuck, call us — (617) 555-0125. Most issues are resolved in 5 minutes; we'll re-issue an MFA code or reset your password on the call.
ACCOUNT 0001FOLIO XCLIENT PORTAL · SIGN-IN
MFA REQUIRED · SCHWAB / FIDELITY SSOClient
portal.
Existing-client access. Portfolio, quarterly reports, tax documents, secure messaging, document vault, and SSO to your custodian. MFA required. Not yet a client? Schedule an introduction instead — we'll set up the portal after you engage.
ACCOUNT 0001FOLIO X.ISIGN IN · MFA REQUIRED
EXISTING CLIENTS ONLY
Sign
in.
Email + password + MFA code. If you're new to the portal, we'll have set up your account during onboarding — first sign-in walks through MFA configuration.
NOTE TO FILE · Client services
First-time sign-in? Look for the welcome email from concierge@cornerstone-capital.com with your activation link. The link expires in 14 days; we'll re-issue if needed.
ACCOUNT 0001FOLIO X.IIIN THE PORTAL · 6 FEATURES
LIVE FEEDS · CUSTODIAN-COUPLED
Six
features.
Portfolio, reports, tax documents, secure messaging, document vault, custodian SSO. Refreshed end-of-day from Schwab and Fidelity feeds. We don't custody assets ourselves; the custodians do, and the portal is the unified read-and-message layer.
- PRT-01
Portfolio + holdings
Live portfolio value, allocation breakdown, performance vs. benchmark. Refreshed end-of-day from custodian feeds.
- PRT-02
Quarterly reports
Custom quarterly reporting with performance attribution + commentary from your advisor. Posted within 10 business days of quarter close.
- PRT-03
Tax documents
1099-DIV, 1099-INT, K-1s, and our annual tax summary letter. Available for download Mar 1 each year; emailed alert when posted.
- PRT-04
Secure messaging
Direct messaging with your advisor. End-to-end encrypted. Same number we'd answer on the phone — just asynchronous.
- PRT-05
Document vault
Estate documents, trust agreements, financial plans, beneficiary forms. Versioned; you can see prior plans alongside current.
- PRT-06
Schwab + Fidelity SSO
Single sign-on to your custodian for direct trade settlement and account history. We don't custody assets ourselves.
ACCOUNT 0001FOLIO X.IIILOGIN HELP · 4 QUESTIONS
WE ANSWER
Two-factor authentication?
Required for all client accounts. Set up via authenticator app (preferred) or SMS. Configured on first login. Hardware key (YubiKey) supported.
Mobile app?
Yes — iOS and Android. Same login as web. Push notifications for messages from your advisor + quarterly report alerts.
Can family members access?
Yes — with proper authorization. Spouse access is automatic on joint accounts. Adult children + outside advisors require written consent on the access form.
ACCOUNT 0001FOLIO X.IVNOT YET A CLIENT? SCHEDULE
