Opening your portal
Family Portal
Your family's portal
For families working with 5Stones: your family's intake, where things stand, and the documents we have shared with you. Your access begins with an invitation from your advisor.
Are you a 5Stones advisor? Advisor sign in
Your account
Reset your password
Enter the email address you sign in with, and we will send a link to choose a new password.
Your account
Choose a password
At least ten characters. You will use it with to sign in from now on.
This account is not linked to a family
Please contact your 5Stones advisor, or email info@5stonesfamilyoffice.com.
Confidential
Where things stand
Next step
Your engagement
Your presentation
To do
What your advisor has asked of your family. Tick each one off as it is done.
Your family's intake
Documents
Shared by your advisor, and anything your family has sent.
Messages
A private conversation between your family and your 5Stones advisor.
Filling it in together
Everyone on your family's record works on the same intake. Each person signs in with their own email.
To add someone, ask your advisor to put their email on your family's record.