Your Account

The stock and bond markets change every day. It pays to keep track of how those changes are impacting your assets, even if we’re managing your portfolio! We aren’t saying you should obsess over your money, but we are saying that it is a good idea to check the status of your account online from time to time to see how you (and we) are doing! If you are following trends, have concerns about market volatility in a given industry sector or have your eyes on a stock you think might skyrocket in value, we’re here to answer your questions and to provide the guidance you desire and deserve.

To help you get online access to your new Coastal Equities, Inc. account(s) please call customer service (877) 488-3748 from 8:00 am to 8:00 pm ET, Monday-Friday.

If you are having trouble getting into your account(s) you can contact our office for assistance 770-817-0412.


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Ask us anything, call 770-817-0412 or send an email – Click here