The account custodian for those clients having managed accounts is SA Stone Wealth Mananagment (formerly Sterne Agee & Leach).  Below you will find disclosures associated with having your managed account, as well as the client account access instructions.

You may access your Stone Wealth Management client account portal by clicking https://www.saswealth.com/

Directions for accessing your account:

• Scroll down the page and click "wealth clients"
• Click the "ENROLL" to enroll your new account
• Click "YES", that you are registering your own accounts or account which you are an authroized user
• Enter your Account Number, Social Security number and Date of Birth
• Accept the Terms and Conditions to continue
• Enter your profile information
• Select and answer all 5 security questions
• Select a security image and click "Sign In"

If you need to contact SA Stone directly:  (888) 401-2941

If you need help with the client portal:  (205) 414-3315