Black Diamond
A comprehensive view of your financial planning and investment management relationship with our team. This portal is available via mobile app.
Black Diamond app found here Apple App Store & Google Play Store
MoneyGuide Pro
Optional for an in-depth view of your financial plan including your Playzone® and ability to link outside accounts into your plan.
Thrivent
Optional access to view your Thrivent Insurance and Annuity products. You can also direct Thrivent Choice Dollars and apply for Action Teams if you are a Thrivent Member.
Fidelity
Optional access to view your Fidelity accounts directly on their website. Fidelity also offers a mobile app.
Fidelity app found here Apple App Store & Google Play Store