24/7 Access
Black Diamond Wealth Platform
Almost everything you need in one place: account activity, TD statements, Sharefile document exchange, portfolio performance, etc.
Charles Schwab
Core login required for updates to home address, statement delivery election, etc.
Sharefile
Sensitive data exchange behind a secure firewall.
TD Ameritrade, Inc. is the institution we have chosen to provide custody services for our client accounts. TD Ameritrade and Boston Standard are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.