Client Resources

Your financial advisor is your preferred point of contact to report your significant life changes or get advice or information you might need related to your finances, accounts, and investments. If you need immediate account service, or a statement or report directly from a service provider, please use the links and numbers below.

Schwab Alliance Client Center – 800-515-2157 – Client service representatives help with many things including address changes, withdrawals, electronic statements, cost basis, and tax documents.

Black Diamond Wealth Platform – Your personal portal for portfolio balances and performance, including management fee information.

Natural Investments Newsletter Archive – Every NI-authored quarterly issue since 2005 of our economic insights and updates about socially responsible and impact investing, including shareholder advocacy, national policy, and community development.

Folio Institutional – 888-485-3456 – Custodian of accounts administered in conjunction with First Affirmative Financial Network.

TriLinc Global Impact Fund – Account statements & tax (K-1) forms.

Greenbacker Renewable Energy Company – Account statements & tax (K-1) forms.

ImpactAssets Giving Fund – 800-248-0337 –Donor-advised charitable giving fund account information.

Triskeles Foundation – 610-321-9876 – Donor-advised charitable giving fund account information.

Calvert Impact Capital – Talk with your advisor about thematic and geographic targeting of community investment notes.

Local Investing Resource Center – Features information, processes, and a directory for investing locally without intermediaries or advisors.

As You Sow – Leading shareholder advocacy organization with numerous campaigns, resources, and reports on shareholder engagement.

MoneyGuidePro – Interactive retirement financial independence planning platform addressing financial goals and resources, manage progress, and explore various what-if scenarios. For clients already engaged in comprehensive financial planning with an advisor (request your unique web address and login from your advisor if applicable).

US SIF: The Forum for Sustainable and Responsible Investment – The national association for the Socially Responsible and Impact Investing industry, featuring information, research, reports, policy initiatives, directories, and statistics on the state of sustainable, responsible, impact, and community development investing.