Manage your accounts

Individual Clients

Custodian links for brokerage account access, statements, and annual tax documents:

• Charles Schwab & Co
• Fidelity
• National Advisors Trust
• Pershing
• TD Ameritrade
• TurboTax Instructions

Client portal for portfolio performance and quarterly reports:

• Black Diamond Client Portal Guide
• Black Diamond Login

Client portal for financial planning and account aggregation:

• Introduction to WealthView
• WealthView Login

Institutional Clients

To access your account, please click the
CAPTRUST Direct link below:

• CAPTRUST Direct

To access your Freedom401k® account,
please click below:

• Freedom401k® Information
• Milliman Benefits Portal