Client Login

Charles Schwab logo on a blue background; the word “charles” in script above the word
  • Access for account maintenance (paperless settings, phone number and address changes, beneficiary updates)


  • Account access for clients without managed portfolios
Black Diamond Wealth Platform logo with a black and blue diamond-shaped icon and text.
  • Primary system to access dynamic portfolio information and customized statements
EMoney logo in dark blue.
  • Comprehensive planning platform for clients engaged in financial consulting relationships
AdvicePay logo: dark green square with white
  • Payment platform for ongoing consulting