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.(opens in new window)
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.(opens in new window)