Managed Account Clients

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.

Disclosures:  ADV Part 2 & Privacy Policy

CIAS ADV Part 2 Material Changes Privacy Policy/February 2018
CIASFormADV-Part2A February 2018.pdf
Adobe Acrobat document [250.0 KB]
2018/July CIAS ADV Part 2-A
Adobe Acrobat document [697.8 KB]
CIAS Form ADV - Part 2Bios - Sipe.pdf
Adobe Acrobat document [68.4 KB]
Adobe Acrobat document [129.7 KB]

SA Stone Wealth Management Client Account Access

You may access your Stone Wealth Management client account portal by clicking


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