We believe in simplicity and transparency when it comes to our clients being able to access their portfolios.
We wanted to make viewing documents, reports, transactions, and performance as easy as checking an email at any time of day or night. But we also needed absolute security for such sensitive information. Black Diamond Wealth Platform allows us to customize the client portal; giving you an individual dashboard to navigate through your account activity using your own log-in credentials.
We can share documents back and forth, enabling stream-line communication, and making account updates and changes quick and stress free.
The Client Portal is entirely secure. Access by you or any advisor at Shuttleworth requires authentication, and all information is "view only" making it impossible to trade, move money or execute any transaction via Black Diamond.
Please contact us today to learn more about the Client Portal .
Schwab Alliance is a version of the Schwab.com website customized specifically for you. When logging into Schwab Alliance you can view current and past account statements, current cash balances, holdings, transactions, and gain/loss at the security and account level. Useful functions include executing cash transfers to/from your brokerage account to your non-Schwab bank account setup on file, updating account beneficiaries, establishing account alerts, and responding to Corporate Actions. Your login and account information are safe when using Schwab's two-factor authentication when logging on. We partner with Schwab as our primary broker/custodian for our Clients. We are not legally affiliated with Schwab.