(Organization, reduced clerical burden & peace of mind)
A Securities Custody Account at Cornerstone is perfect for those who want to eliminate the tedious clerical and accounting details associated with their investments. Our Custody service provides you access to our state of the art services and systems for securities tracking, trading and cash management.
Our Securities Custody Account relieves you of the clerical burdens that go with the ownership and administration of securities. We will provide you with monthly or quarterly reports that will give you all the information necessary for you to monitor all of your assets and activities on your account, such as the current market value, your cost basis, projected annual income and detailed transactions. Besides receiving organized reports you can access your account information over the internet at any time or by calling your personal administrator.
Investment Products – Not FDIC Insured | No Bank Guarantee | May Lose Value