Client Account Portal

Our aim is to simplify your financial life. We’ve included a number of resources available for you to access your accounts and financial information from any device at any time.

Black Diamond Wealth Platform

Black Diamond is a secure online portal that connects you to your financial life, your advisory team, and everything else you need to manage your wealth — from all of your devices.

Charles Schwab provides immediate online access to your specific Schwab account information. Schwab enables you to see account history and balances, access detailed data about your holdings, and download monthly/quarterly statements.

Envestnet Retirement Solutions

Access your account information from Envestnet Retirement Solutions