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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.
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WealthVision Financial Planning Tool

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

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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 Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed.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.

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.

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