Client Portal
Harvest Group Portal Login
To Login to the Client Portal, please click here: Client Portal
Use this link to view your portfolio including accounts at Charles Schwab, annuities, and 529 plans. Black Diamond also allows you to sync external accounts, giving you the ability to view your entire portfolio in one place: simply use your login information for any third-party financial institution to sync the account.
To learn about what our client portal has to offer, please view our detailed pdf on the topic here: Client Portal User Experience
To view our guide on how to sign in for the first time, please click here: First Time Login Instructions
Charles Schwab Login
Use this link to log in directly to Charles Schwab and choose your e-delivery preferences. You may also log on anytime to set up bill pay services and retrieve tax documents and account statements: Charles Schwab Login