Follow the simple instructions below. Your access is only a few clicks away!
It only takes an email address to get started today. Choose an email you check regularly! You'll get updates on how your portfolio is doing.
Help us understand what you want for your investment account by answering a few questions about your goals and preferences.
Receive your free customized proposal*
Decide how you'd like to fund your new Guided Wealth Portfolio. You may choose to link a bank account or existing investment accounts.
Sign the digital enrollment documents via DocuSign. After your account is approved and funded --- it will be invested into a fully managed account according to your chosen goals and risk profile.
Your account will receive continuous investment management and oversight on your behalf. You may easily access and view your portfolios at anytime.
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.
phone: 508.764.0046 | email: edge@CapstoneEDGE.com