Wealth Management Resources

Wealth Management Technology

Click here to view reports and vault on our Wealth Management System

Fidelity Investments Accounts

Click here to log into your Fidelity accounts

TD Ameritrade Institutional Accounts

Click here to log into your TD Ameritrade Institutional accounts

Black Diamond Dashboard and Vault

Click here to log into your Black Diamond Portal to view your dashboard and your review reports.  If you have not yet created an account, please contact us so that we can help you do so.

About Fidelity Clearing & Custody Solutions

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment, and reporting services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind--impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.