New Users





We are excited to announce that we provide our clients the ability to self-enroll in our Client Portal. Once enrolled, you will be able to view your account Positions and Balances, Realized and Unrealized Gains/Losses, Statements, Confirms, Tax Documents and more










Visit our website at As a first time user, select “Enroll” to get started.


You will receive your new account number in the mail shortly to begin registration.


Attached are detailed enrollment instructions for your use.


 If you need any assistance with enrollment, please contact us at (205) 776-2929 or Toll Free (888) 678-3763.

Internet Support

We are excited for you all to be the first to use the new SA Stone Mobile App for clients! Links to download for both Apple and Android devices are below…