How do I link my Black Diamond account?

To link an advisor-level Black Diamond account and import your client's portfolios, you'll first need to contact your Black Diamond representative prior to entering your credentials. Once your rep has confirmed the completion of the on-boarding process for the Advizr integration, go back into the Settings>Integrations area of Advizr to enter your credentials.

If you've entered your credentials before completing the onboarding process with your Black Diamond rep, you'll need to disconnect the integration, contact your rep, complete the process, then reconnect.

Black Diamond accounts are updated every business day at approximately 10/10:30am Eastern time. You may not start seeing accounts from a new integration until the following business day.