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Client Logins

cfo center - client login

Plan with the CFO Center

  • View all accounts in one, secure portal
  • Upload files securely to the Vault
  • Connect to phone via mobile website
Charles Schwab

Transact with Schwab Online

  • Approve requests electronically with click of button (wire transfer, inter-Schwab transfer, address change, and more)
  • E-sign Schwab and Hurlow documents through DocuSign
  • Deposit checks
  • Open new accounts
  • Manage paperless settings for documents (statements, tax forms, shareholder documents, trade confirmations)
Black Diamond Wealth Platform

Analyze with Black Diamond

  • View performance and activity summary of accounts for any time period
  • View asset allocation of portfolio
  • Connect outside accounts for us to manage
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