Client Resources
This page includes websites that we recommend our clients use to stay informed about their finances, and information on the consumer protections we offer all our clients.
TD Ameritrade
The TD Ameritrade Institutional website where clients can access their accounts, statements and tax reporting information.
Blueleaf Performance Reporting
This is a website that allows clients to view and track investment performance and access quarterly reports.
Emoney Client Website
This is a website that allows clients to access financial planning tools and a secure client vault.
Emoney Client Website
This is a website that allows clients to access financial planning tools and a secure client vault.
TD Ameritrade
The TD Ameritrade Institutional website where clients can access their accounts, statements and tax reporting information.
Blueleaf Performance Reporting
This is a website that allows clients to view and track investment performance and access quarterly reports.
Emoney Client Website
This is a website that allows clients to access financial planning tools and a secure client vault.
We want you to have the right set of tools and information to be well-informed about your financial situation. You will have the option to receive a paper or electronic statement from TD Ameritrade on a monthly basis. You will also be able to access your accounts online at any time. Stone Pine Financial will also send you a more detailed performance report on a quarterly basis.
We also recommend that our clients take advantage of some free and easy-to-use tools to help you stay on top of your finances and investments on a regular basis.
Through our custodian TD Ameritrade, your money is with one of the world’s largest discount brokerage firms. While no security system is absolutely impenetrable, TD Ameritrade has made substantial investments in leading-edge security software, systems, and procedures—and is constantly reviewing, refining, and upgrading its infrastructure.
You’ll receive a clear, concise statement every month that summarizes all your portfolio positions including all balances, dividends, and transactions. A duplicate monthly statement is also sent to Stone Pine Financial Partners.
TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000, with a cash limit of $250,000. For details, please visit sipc.org.
We know that entrusting your money to a financial firm is a personal decision, and we want to explain the consumer protections that are in place when you work with Stone Pine Financial Partners. Through these protections, we are confident that our clients’ assets are safe and secure.
In addition, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers. In the event of a brokerage insolvency, a client may receive amounts due from the trustee in bankruptcy and then SIPC. Supplemental coverage is paid out after the trustee and SIPC payouts and under such coverage each client is limited to a combined return of $152 million from a trustee, SIPC, and London insurers. The TD Ameritrade supplemental coverage has an aggregate limit of $500 million over all customers. This policy provides coverage following brokerage insolvency and does not protect against loss in market value of the securities.
Sharing Investment Information with Clients
We want you to have the right set of tools and information to be well-informed about your financial situation. You will have the option to receive a paper or electronic statement from TD Ameritrade on a monthly basis. You will also be able to access your accounts online at any time. Stone Pine Financial will also send you a more detailed performance report on a quarterly basis.
We also recommend that our clients take advantage of some free and easy-to-use tools to help you stay on top of your finances and investments on a regular basis.
Your Money
Through our custodian TD Ameritrade, your money is with one of the world’s largest discount brokerage firms. While no security system is absolutely impenetrable, TD Ameritrade has made substantial investments in leading-edge security software, systems, and procedures—and is constantly reviewing, refining, and upgrading its infrastructure.
Monthly Statements
You’ll receive a clear, concise statement every month that summarizes all your portfolio positions, including all balances, dividends and transactions. A duplicate monthly statement is also sent to Stone Pine Financial Partners.
Securities
TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000, with a cash limit of $250,000. For details, please visit sipc.org.
Consumer Protection
We know that entrusting your money to a financial firm is a personal decision, and we want to explain the consumer protections that are in place when you work with Stone Pine Financial Partners. Through these protections, we are confident that our clients’ assets are safe and secure.
Additional Protection
In addition, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers. In the event of a brokerage insolvency, a client may receive amounts due from the trustee in bankruptcy and then SIPC. Supplemental coverage is paid out after the trustee and SIPC payouts. Under such coverage, each client is limited to a combined return of $152 million from a trustee, SIPC, and London insurers. The TD Ameritrade supplemental coverage has an aggregate limit of $500 million over all customers. This policy provides coverage following brokerage insolvency and does not protect against loss in market value of the securities.