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Account Access

There are two websites from which you can access your accounts, Envestnet and the StoneX Client Portal. If this is your first time logging in or you are having any trouble, please feel free to contact our Service Team at


Envestnet is the online portal where you can view your accounts held with multiple companies, including balances, holdings and performance data.

Note: Login to Envestnet using your username, NOT an email address

Access Envestnet Here

StoneX Client Portal

StoneX Client Portal is where you can download your SA Stone account statements, tax forms and see basic account info. Please always feel free to reach out to our office directly if you are ever in need of any statements or tax forms.

Note: Login to StoneX using your email address

Access StoneX Here