Client Login

How to Change Your Password and Edit Your Profile

1. After signing in, click on My Profile in the top right corner.

2. Choose Edit or Change Password in the top left corner:

3. Click update for new password change and save for profile editing. We appreciate you keeping your profile updated so that we have the most current information to communicate with you.

4. Close.

 

Tutorials

 

  • If you ever have questions or comments about this new service, please feel free to contact Haden anytime at 251.626.6292 or hoswalt[at]csimac.com.
  • We appreciate your patience with us while we work out any glitches and problems. Please expect a slight learning curve while we adjust to the new system.

 

 

 

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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the United States Securities Exchange Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.