24/7 Access
Black Diamond Wealth Platform
Almost everything you need in one place: account activity, Schwab 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.
Charles Schwab is the institution we have chosen to provide custody services for our client accounts. Charles Schwab and Boston Standard are separate and unaffiliated firms and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor. Brokerage services provided by Charles Schwab, member FINRA/SIPC/NFA.