My Account


December 2016 statements are now available for viewing online.

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.


Please be advised the edocuments service will be unavailable on Sunday, January 22nd between 12:00 AM (EST) and 6:00 AM (EST), for a scheduled maintenance. We apologize for the inconvenience this may cause as we improve our services.

My Account Login

Note: User ID and password are case sensitive.

 
User ID:
Password:  
Get Acrobat ReaderAdobe Acrobat is required to view PDF files. Help
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.


 
CIPF Member