Technology That Serves

Adopting some of the most current and secure technology, Cornerstone is pleased to provide its clients access to their financial plan and investment accounts. Below you will find information on the benefit of these tools, and how to access.

WealthVision Financial Planning Tool

WealthVision is a powerful, digital wealth management experience that provides access to your overall financial condition. Benefits of WealthVision include:

• 24/7 access to your Personal Financial Management Website. All of your financial information is available through this single, secure, interactive portal. You can stay connected to your financial information anytime, from anywhere.
• Interactive Planning Tools. Your personal financial plan and various reports can be viewed and updated when needed most, anytime you wish.
• A secure electronic vault to protect and host your most important legal, estate planning, and other documents for access anytime, from anywhere.
• Access point for your other professional advisors. If you choose, you can collaborate with your attorneys and tax professionals all inside one platform. The more your professional advisors understand your financial picture, the better you can be positioned for financial success.
• Secure 256-bit encryption of your data. This level of protection is a higher standard than many financial services companies. WealthVision is also password protected, providing more security than many major banks.

LPL Accounts

Account View offers secure LPL investment accounts access, anytime, anywhere, on any device. Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.

• Easily view the total portfolio value for all of your accounts at the top of the homepage. Monitor individual account balances, deposits, and withdrawals and investment returns.
• Distinguish between accounts held at LPL and those held outside, and check balances for outside accounts. Keep track of how your investments performed at a specific time or over a period of time by simply hovering over the “value over time” chart.
• View account performance by time period using the time selector tool. Receive statements, tax documents, and trade confirmations electronically with eDelivery.

Access Account View

Registering is easy. Follow these three simple steps:

1. Visit www.myaccountviewonline.com and click Sign Up for Account View.
2. Create your confidential and secure profile. You’ll be asked to enter your contact information, and verify the last four digits of your Social Security number. It’s secure and safe—we use this information to protect your account.
3. Verify your account. You’ll receive an email confirmation to the email address you provided. Only you have access to that email, and only you can activate your Account View access.

Opt in to eDelivery by clicking Go Paperless: Eliminate printed monthly statements and trade confirmations through the mail. You have secure and private access to view these documents online through Account View.