Accessing Your Client CX Dashboard Using Your Gmail

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Pinnacle Wealth utilizes cutting edge 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 Gmail, 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 the button Use Google Account
5. You will then be prompted to enter in your Gmail
6. Followed by your password for your Gmail
7. You are now signed up!

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