CLIENT EDUCATION

BLACK DIAMOND CLIENT PORTAL

Getting Started

REPORTS & DOCUMENTS

YOUR FINANCIAL PICTURE

THE VAULT

YOUR INVESTMENTS

The Vault

The Vault: What it is

The Vault is a secure area of your Black Diamond Client Portal for exchanging and accessing documents with Boelte O’Hara Wealth Management. It is different from the account balances and investment reports shown elsewhere in the portal. We may use the Vault to share important advisory documents, including your Investment Advisory Agreement (IAA), Investment Policy Statement (IPS), billing statements, Form ADV and Privacy Notice.

Finding documents we share with you

  • 1 Sign in to the Client Portal.
  • 2 Open the Vault.
  • 3 Look in “Shared with Me” for folders or documents shared by our office.
  • 4 Open the relevant folder, select the document, and download or save a copy if you wish. If you cannot find a document you expected, please contact our office rather than assuming it was never sent.

Sending a document to our office

  • 1 Sign in and open the Vault.
  • 2 If we have given you a shared folder, open that folder first and follow its upload controls.
  • 3 Choose the file or files from your device and upload them.
  • 4 Where prompted, use the option to share the file with your advisor.
  • 5 Return to the folder to check that the upload appears. If the upload does not appear or you are unsure it was shared, contact us to confirm receipt.

Helpful file tips

Use short, descriptive file names (preferably fewer than 50 characters). Upload three to five files at a time rather than a very large batch. The individual-file limit is 250 MB. Do not place passwords or other extremely sensitive information in file names or messages. For unusually sensitive information, contact us first to agree on a suitable delivery method.

Finding a document again

Return to the Client Portal, open the Vault, and look under “Shared with Me” for documents sent by our office. Documents you uploaded may appear in a different location depending on how they were shared. If you cannot locate an item, contact us and we will help you find it.

A note about security

Close the Black Diamond mobile app when you are finished, especially on a shared or misplaced device. Locking your phone does not necessarily end an already-open app session. Contact us promptly if your device is lost or you believe someone else may have accessed your account.

Reports & Documents

Where to find your reports

Your Client Portal helps you review your financial information and available reports. Select the appropriate Reports area to view the reports made available for your household. Reports and investment information are different from documents shared in the Vault.

Where to find important advisory documents

Boelte O’Hara Wealth Management makes important advisory documents available to clients through the secure Black Diamond Vault. These may include your Investment Advisory Agreement (IAA), Investment Policy Statement (IPS), advisory billing statements, Form ADV and Privacy Notice. To locate them, sign in, open the Vault, and select “Shared with Me.” If you cannot locate a document or need another copy, contact our office.

Understanding your billing statements

Your advisory billing statement identifies the advisory fee charged and provides information about how that fee was calculated. Please review your statements and contact us with questions about the billed amount, covered period, or calculation.

Important delivery and access notice

The Vault provides a secure way for our firm to share documents with you and for you to retrieve them. If you have trouble accessing the Vault, opening a file, or finding a required document, please contact Boelte O’Hara Wealth Management. We will help you obtain the document by an appropriate method.