How to Receive and Send Secure Messages
1. You will receive an email from us, notifying you that you have a message, and you will be prompted to sign in.
2. On your home page, you will see that a new note has been posted, and you can click on it to open:
3. To respond or send a message to us, click on the Notes tab:
4. Click on the New Note button on the left.
5. Click on Cornerstone in the left box and then click the "Assign To" tab.
6. Type your message and click Save in the top right corner. You're done!
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.