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Online Services

Manage your accounts

Institutional Clients

To access your Freedom401k® account,
please click below:

To access your account, please click the
CAPTRUST Direct link below:

Wealth Management

Custodian links for brokerage account access, statements, and annual tax documents:

Client portal for Cornerstone’s client documents, performance reports, and invoices:

Client portal for portfolio performance and quarterly reports:

Client portal for financial planning and account aggregation: