Accessing Your Client CX Dashboard Using Your Email (Non-Gmail Version)

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Pinnacle Wealth utilizes technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location.

This video explains how to access your CX Dashboard using your standard email. Below you can see the listed version of the instructions:

  1. Type pinnaclewealth.com in the URL bar
  2. Click on Client Logins, in the top/right of the screen
  3. Select the left most pane of the three options titled Client Experience
  4. You will be brought to a log in screen, click Create account at the bottom of the page.
  5. Enter in your email, create a password that follows the guidelines, select the text button if it is not already selected. Enter in your phone number and click create account.
  6. You will receive a text message and be prompted to enter the code you received in the text box
  7. You are now signed in!
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