My Account

My Account Login

Note: User ID and password are case sensitive.

User ID:
Get Acrobat ReaderAdobe Acrobat is required to view PDF files. Help
As a Pinnacle client, you can access your account holdings, transaction history, and related information 24 hours a day, 7 days a week through our online portal.
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.

CIPF Member