My Account

July 2018 statements are now available for viewing online.

Please be advised the site will be unavailable on Friday August 17th between 9:00 PM (EDT) and Saturday August 18th 2:00 AM (EDT), for a scheduled upgrade. We apologize for the inconvenience this may cause as we improve our services.

Please be advised the edocuments service will be unavailable on Sunday, August 19th between 12:00 AM (EDT) and 6:00 AM (EDT), for a scheduled maintenance. We apologize for the inconvenience this may cause as we improve our services.

To obtain more information on how to subscribe to electronic delivery, please visit the eDocuments section located behind the My Account Access login or speak with your Investment Advisor.

My Account Login

Note: User ID and password are case sensitive.

User ID:
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Sign Up for My Account Access and eDocuments

As a Pinnacle client, you can access your account holdings, transaction history, and related information and access to your online statements 24 hours a day, 7 days a week through our online portal.
My Account Access Please complete the following steps to sign up for Private Client Access:
Step 1. Fill out an application form
Application Form (pdf)
Step 2. Send the completed form
to your Investment Advisor.
Step 3. You will receive your login information by email from Client Support.
eDocuments To subscribe to eDocuments you must already have signed up for a My Account Access User ID and Password. After login please click on the eDocuments link on the left menu to access this service.

For more information on eDocuments, please click here.

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