Welcome to Your Client Portal
As a client of Affiance Financial, you have access to a secure Client Portal powered by Black Diamond Wealth Platform that contains personalized portfolio information, investment reporting, and a document vault for retrieving Client Meeting Notes – your Plans of Action, Schwab account statements, and Schwab 1099 tax documents.
Your Client Portal contains:
- Real-time access to account data, including balances and transactions
- Your Client Meeting Notes – Personalized Plans of Action
- Quarterly Portfolio Performance Reports
- Schwab Account Statements (Quarterly or Monthly)
- Tax Documents, including Schwab 1099s
We are available to support your Client Portal navigation questions at portal@affiancefinancial.com or (952) 544-9818.
Client Portal How-To Videos:
As a client of Affiance Financial, LLC, you may elect to participate in the portal access portion of our services. This access allows you to view certain investment-related information provided by Affiance Financial and unaffiliated third parties. The portal is password-protected and offered to clients free of charge.
The portal is a secure website designed solely to provide you with access to information specific to your account. You should not share your password with anyone. Affiance Financial is not responsible for any adverse consequences resulting from your failure to maintain the confidentiality of your password.
