Getting Started with Black Diamond
Welcome to the Black Diamond Client Portal Academy. These short guides will help you activate your account, return to your portal, and get help when you need it. Select a topic below or scroll to read all three.
Welcome to Your Client Portal
Your Black Diamond Client Portal provides a convenient place to see your financial picture, review your investments, and securely exchange documents with Boelte O’Hara Wealth Management.
Getting started with your invitation
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Look for an invitation email to activate your Black Diamond Client Portal.
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Open the invitation and follow the link to create your login.
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Follow the instructions to establish your password and security information.
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Complete any identity verification requested during setup.
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Once your account is activated, sign in to explore your portal.
What happens next?
Your portal will display the financial information available to you through our office. Depending on your accounts and services, you may see investment balances, account details, performance information, documents, and other financial resources.
You don’t need to learn everything at once. Our Client Portal Academy is here whenever you need help.
Important: If your invitation has expired or you have trouble activating your account, please contact our office. We can help you get started.
How to Return to Your Client Portal
You don’t need to find your original invitation email every time you want to sign in.
Option 1: Through our website
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Visit www.yourwealthmgt.com.
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Select CLIENT PORTAL near the top of the page
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The Black Diamond login page will open in a new browser tab.
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Enter your login information and complete any required verification.
Option 2: Through the Black Diamond login page
You can sign in directly at https://bd3.bdreporting.com/. We recommend bookmarking this page in your browser so it is easy to find next time. You can also start at www.yourwealthmgt.com and select CLIENT PORTAL. Either route takes you to the Black Diamond sign-in page.
Where can I find these tutorials again?
Visit www.yourwealthmgt.com and open CLIENT EDUCATION, or follow Client Resources → Accessing Financial Planning Services → Black Diamond → Tutorials. Select Getting Started.
Remember: Your Client Portal is where you access your financial information. Client Education is where you learn how to use it.
Trouble Signing In?
Occasionally, you may forget your password, enter the wrong information, or have trouble accessing your account.
If you’ve forgotten your password
Start at the Black Diamond login page and follow the available password recovery instructions.
If your account is locked
Contact our office. We can assist with unlocking your account or initiating a credential reset.
If we reset your credentials
You will receive an email with instructions to establish new login credentials. Follow the instructions and complete any required verification.
If you use the Black Diamond mobile app, you may need to sign in again with your new password before setting up fingerprint access.
A security reminder
Always close the Black Diamond app when you finish using it, particularly on a shared or mobile device. Locking your phone does not necessarily end an active app session.
Never share your password or verification codes with anyone, including our office.
Need additional assistance? Please contact Boelte O’Hara Wealth Management.