From your separately managed account (SMA) client portal, you have access to insights, account details, your investment dashboard, documents, and more.
Download the Black Diamond Wealth Platform app from the Apple App Store or Google Play and you will have instant access to the client portal from any of your devices.
Not signed-up yet? Please contact us at 504.525.0808 or email@example.com, and we will provide you with a login and account set-up information.
For more information about the SMA client portal, please see the user guide or contact us at 504.525.0808.
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Visit the Schwab Alliance portal to view your assets under management, including monthly account summaries, tax statements, trade confirmations, and more.
Not registered yet? Please call your dedicated Schwab Alliance team at 800.515.2157.
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