Investor Online - Web Reporting

At Pinnacle, we pride ourselves on the security and confidentiality of Investors. Investor Online is our online web reporting delivery method where users can receive communciation in an secure and trusted environment.

• Real-time generation of reports. All reports are generated using the most current data and information.
• Investor Information - Investors are able to view all details about their account including bank details, custodian and other interested parties on the account.
• Multiple Client Accounts - If you are an advisor to several investors you will have one user account and will be able to view information and reports for all of the investors in one location.
• Secure 24 hour access to your information and reports, on your schedule.
• Automatic notifications of any updates to any of the Funds in which you are invested.
• Fund Documents - Ability to view secure fund documents and newsletters.
• Secure portal for help and communication with Pinnacle staff. Select your fund, enter your question, and your question will be directed to the account manager repsonsible. This ensures your questions are given the highest priority.