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  • Home
  • About Us
    • Our Team
    • Media
    • In the Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login

Client Experience Guide

Black Diamond Client Portal Materials

client experience guide mobile

Personalized for you, the Client Experience Guide provides you a personal financial portal.

From your portal, you have access to unique information and insights, account details, your investment dashboard, a document vault, instant access from any of your devices, and more.

Download Your Client Experience Guide

Black Diamond Portal Overview

Key Points

  • View by browser or mobile
  • Multiple navigation views with data filters
  • Daily snapshot of networth

Black Diamond To-Do List

Key Points

  • Green banner indicates new tasks—click to view
  • View status of tasks and set reminders
  • Call 732-542-1565 or schedule a Catch Up Call for help

Client Portal Vault Step-by-Step Instructions

Download Here

Quick Start Guide - First Time Login Instructions

Download Here

Black Diamond Wealth Platform - Client Experience Guide

Download Here

Black Diamond Client Portal - How to Navigate the Mobile App

Download Here

To-Do List Step-by-Step Instructions

Download Here

How To Download The Black Diamond Client Portal As A Mobile

Download Here

Aggregating Outside Accounts in Black Diamond Step-by-Step

Download Here
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COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000
Follow the journey of 199 Broad Street:
https://199broad.com/
PRIVACY POLICY · TERMS OF SERVICE
DESIGNED BY: INTERSOFT ASSOCIATES

This communication strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed Insurance products and services offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed Annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity’s features, benefits, and fees and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims paying ability of the issuing company. Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.