First Time Login Information for Black Diamond

Monday, Nov 23, 2020

If you recently transferred accounts to or opened new accounts at Charles Schwab or National Financial Services for the first time, you will soon receive your invitation to the Black Diamond client portal.

Once you have set up your login credentials, you can download the Black Diamond Wealth Platform App for a mobile device or notebook. This will give you quick and easy access to your accounts and holdings.

After your first login, you can access the client portal by clicking the client login button in the top right of our website.

In the portal, you will see your financial team with contact information for different needs. Please reference this for who to call for what service you need, from scheduling to investment questions.

A couple important things to note:

  • All accounts at Schwab and National Financial Services should be showing. Please contact us at if an account is missing and we will link it up.
  • Return data: The date this was written, return data is showing as of the date your accounts transferred. Over the coming weeks we will be loading historical data from the accounts prior to transition. Soon, returns will be from the original account start dates prior to transition.
  • Financial Planning: If you are in the financial planning program, we will be incorporating your recommended scenario from Money Guide Pro into Black Diamond as well. It will show some foundational elements of the recommended scenario including your probability of success, which updates as markets change.
  • Thrivent Annuities: These are not currently included on Black Diamond yet, but should be in early 2021. Thrivent is building the connection now. They can still be accessed at in the meantime. If you do not have any accounts at Schwab or National Financial Services, you will receive your login in 2021 when the Thrivent products are added.

We hope you enjoy the new portal and we appreciate your patience as we continue to build it out for you.


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