Account Access
Client Portal
Your Client Portal, powered by Black Diamond, is the best place to view your complete financial picture in one convenient location. Here you can access:
• Account balances and performance
• Secure document vault for sharing and storing important financial documents
• Option to connect outside accounts for a complete view of your finances
The Client Portal is also available as a free mobile app, named Black Diamond Wealth Platform. Download it here: Download on the App Store (iPhone) | Download on Google Play (Android)
If you have not yet set up your Black Diamond login, please contact us at 877-772-3744 or email anyone in our office and we will be happy to get you set up.
Open Client PortalWealthscape
Wealthscape is the online system provided by our custodian, National Financial Services (NFS). It is a helpful resource for viewing account details such as beneficiary information, managing your paperless preferences, and accessing correspondence related to your accounts, including statements and letters.
Please note: Wealthscape will only show accounts linked to your individual Social Security number and will not display a spouse's or dependent's accounts. If a spouse or dependent would like their own access, a separate login will need to be created for them.
Log In to WealthscapeInvestor360
Investor360 provides access to historical records from your prior Commonwealth accounts, including past statements and tax documents. If you need to retrieve a prior year tax form or an older account statement, this is the place to find it.
Access Investor360Common Questions
Which site should I use?
Here is a simple guide:
| If you want to… | Use… |
|---|---|
| View your account balances, performance, or planning documents | Client Portal |
| View NFS account details, beneficiary info, paperless settings, or account correspondence | Wealthscape |
| Access prior Commonwealth tax documents or old statements | Investor360 |
What if I forgot my Investor360 login?
If you have forgotten your login ID, please contact our office and we can provide it. If you have forgotten your password, you can use the password reset option on the Investor360 login page.
Why don't I see my spouse's or dependent's accounts in Wealthscape?
Wealthscape is set up to display accounts tied to one Social Security number at a time. To give a spouse or dependent their own view of their accounts, a separate Wealthscape login will need to be created.