Your financial advisor is your 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.
Black Diamond Wealth Platform – Client portal for portfolio balances and performance, including management fee information.
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).
Contact An Advisor
While your own advisor is your first point of contact, other advisors in our network can also help you in a pinch. Call our toll-free number, 800-793-7512 and select one of the following extensions: