Below are convenient links for you to access Black Diamond and Wealthscape Investor:
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.
This website shows information for your AdviceOne brokerage accounts. From Wealthscape Investor you can view current account balances, view transactions within the account, as well as access statements and records of the account. Wealthscape Investor provides the most up-to-date information for your accounts.