Disclosures:  ADV Part 2 & Privacy Policy

2017-03 CIAS ADV Part 2 Material Changes Privacy Policy
8. Email.2017-03 CIAS ADV Part 2 Materia[...]
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2017-09/25 CIAS ADV Part 2-A
8.11 Email CIASFormADV-Part2A.pdf
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CIAS Form ADV - Part 2Bios - Sipe.pdf
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Sterne Agee & Leach Client Account Login Access

You may access your Sterne Agee and Leach client account by clicking www.SterneAgee.com


Directions for accessing your account:

  • Press ENTER after clicking on the link above
  • Click the "Login" button located in the top, right corner of the screen
  • From the dropdown menu, select "Wealth Access"
  • Fill in your user account number
  • Fill in your temporary password (last 4-digits of your account number)
  • You will be promted to change your password; Passwords can only be 10 characters and must include alpha and numeric characters
  • Complete disclaimer and Agree to Terms & Condidtions to access your account online


Trouble-shooting contact:  mailto:internetsupport@sterneagee.com


Need to set up online access to your Sterne Agee & Leach Account?


Please complete the following form and email to ksipe@capital-invest.com or fax to 800.551.1207


Online Access Form.pdf
Adobe Acrobat document [655.6 KB]