Wealth Management Resources
Wealth Management Technology
Click here to view reports and vault on our Wealth Management System
Fidelity Investments Accounts
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Click here to log into your Charles Schwab 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 Charles Schwab Institutional
Charles Schwab 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, Charles Schwab 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.
Fidelity Investments is an independent company, unaffiliated with Barry Investment Advisors Fidelity Investments is a service provider to Barry Investment Advisors.
Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 577365.2.0