First Clearing Advantage Program and access online will be Discontinued as of September 2025, New program “Brokerage Cash Services” and “Access Online” roll out in September 2025. Click here to learn more.

Client Login

Please select the appropriate custodian below to login to your account.

If you don’t remember where your account is custodied, please contact your advisor or call us at 315-251-1101.

Log into your Betterment account.

Log into your First Clearing account.

First Clearing Advantage Program and access online will be Discontinued as of September 2025, New program “Brokerage Cash Services” and “Access Online” roll out in September 2025. Click here to learn more.

Log into your Charles Schwab account.

IMPORTANT NOTICE

You are now leaving the Pinnacle Investments, LLC (“Pinnacle”) website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Pinnacle or any advisors whose names appear on this website. Pinnacle is independently owned and operated.  Schwab neither endorses nor recommends Pinnacle. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Pinnacle under which Schwab provides Pinnacle with services related to your account. Schwab does not review the Pinnacle website, and makes no representation regarding information contained in the Pinnacle website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.