WHERE TO FIND MY QUARTERLY REPORT IN BLACK DIAMOND
If you are having difficulty locating your quarterly reports on the new Client Portal, below are instructions on where to find them.
1) Go to our website, www.bandcfinancial.com, and click “Client Access” at the top of the page. This brings up the login screen for the Black Diamond Client Portal.
2) Log into the Portal with your username and password.
3) Once the homepage has loaded, scroll to the bottom of the page and locate the section titled “Documents,” where you will see two tabs labeled “Folders” and “Reports.”
4) To find the quarterly reports, click the “Reports” tab, then your portfolio name (ex: DOE, JOHN), and the year for which you would like to see reports (ex: 2015). All quarterly reports available for that year will appear with the last date of each quarter shown. The most recent quarter will be on top.