Client Resources

This page includes client resources that our clients can use to stay informed about their finances, and information on the consumer protections we offer all our clients.

Charles Schwab

The Charles Schwab 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.

Charles Schwab

The Charles Schwab 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 Charles Schwab 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 Charles Schwab, your money is with one of the world’s largest discount brokerage firms. While no security system is absolutely impenetrable, Charles Schwab 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.

Charles Schwab 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.

Charles Schwab also has “excess SIPC” coverage which provides protection up to an aggregate of US$600 million, limited to a combined amount of US$150 million per customer, up to US$1.15 million of which may be in cash.

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 Charles Schwab 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 Charles Schwab, your money is with one of the world’s largest discount brokerage firms. While no security system is absolutely impenetrable, Charles Schwab 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

Charles Schwab 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

Charles Schwab also has “excess SIPC” coverage which provides protection up to an aggregate of US $600 million, limited to a combined amount of US $150 million per customer, up to US $1.15 million of which may be in cash.