Will I have online access to my accounts?

All Affiance Financial clients have a unique and private login to view and access their accounts through the Charles Schwab online platform.

Additionally, Affiance Financial clients have access to our Client Portal, powered by Black Diamond Wealth Platform. This provides online access to personalized portfolio information, investment reporting, and document retrieval including Client Meeting Notes – your Plans of Action, Schwab account statements, and Schwab 1099 tax documents.

*Registration as an investment adviser is not an endorsement of the Company by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.