Client account access
Black Diamond Wealth Platform is the premier provider for portfolio performance reporting. Use either the desktop or mobile version to see the basic status and performance of your accounts. (Apple/Android)
NetXInvestor is the main portal for your account with Shareholders Service Group. This is where you will find your monthly statements and yearly tax forms. The mobile version can be used to deposit checks into your account. (Apple/Android)
Shareholders Service Group (SSG) is the brokerage firm where your account is held.