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 https://www.saswealth.com/. 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.
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!