Client Login

View Your Accounts

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.

Black Diamond


One-Time Set Up

Use this link to log directly into 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