Client portal

Cornerstone client login

View your portfolio, run reports, access tax documents, and message your advisor.

What's in the portal

Daily and quarterly access

Portfolio + holdings

Live portfolio value, allocation breakdown, performance vs. benchmark.

Quarterly reports

Custom quarterly reporting with performance attribution + commentary from your advisor.

Tax documents

1099-DIV, 1099-INT, K-1s, and our annual tax summary letter.

Secure messaging

Direct messaging with your advisor. End-to-end encrypted.

Document vault

Estate documents, trust agreements, financial plans, beneficiary forms — all in one place.

Schwab + Fidelity SSO

Single sign-on to your custodian for direct trade settlement and account history.

Use the ‘Forgot password’ link. If you’re still stuck, call us — (617) 555-0125. Most issues are resolved in 5 minutes.