Below are convenient links for you to access Black Diamond:
This website shows information for your AdviceOne brokerage accounts. Below are some features of the Black Diamond website:
- See all of your accounts and view current account balances (including accounts that are not AdviceOne brokerage accounts)
- View transactions within the account
- Access statements and records of the account
- Run reports similar to those shown in your meetings with your advisor (i.e. from different time periods)
- See the returns of each position within your accounts
Generally, the information Black Diamond shows is on a one-day lag.