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Need some help? No problem.

Contact the Guided Wealth Support Team

Phone: 877-202-1850

Email: team@lplguidedwealth.com


This service team can help you with:

  • All operational topics
  • New account paperwork 
  • Transfers to/from your accounts
  • ACH credit or debit 
  • Check and wire distributions
  • User interface
  • Technical challenges (something’s not working correctly on the site)

Still need help?

Download Enrollment Guide:

GWP Client Enrollment Guide (pdf)

Download

 Check the background of your financial professionals on FINRA's BrokerCheck. 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE. 

Securities and insurance offered through LPL or its affiliates are:   

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value  

 The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of Massachusetts.

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phone: 508.764.0046 | email: edge@CapstoneEDGE.com