Client Login
Welcome to your client portal. Here you can download your latest reports and access your account through our secure partner platforms. Use the links below to log in to your Black Diamond Wealth platform or your Charles Schwab account.
Gain a complete picture of your financial life through our secure client portal. Features include:
- Net Worth Overview
View your total net worth with aggregated data from both LaSalle-managed assets and external accounts. - Portfolio Performance
Access customizable dashboards displaying key metrics such as performance, asset allocation, and transaction history. - Integrated Financial Planning
See how today’s decisions impact your future with tools that connect real-time data to your long-term financial plan. - Secure Document Vault
Safely store and exchange important documents, including statements, reports, and planning materials.
Explore the powerful tools and conveniences available through Schwab Alliance, designed to enhance your account management experience:
- Secure Online Access
Log in anytime to view account balances, positions, and transaction history with confidence. - Electronic Approvals
Approve money movements and other transactions electronically—quick, easy, and paper-free. - Paperless Options
Choose paperless delivery for statements and documents, supporting a more sustainable approach. - View-Only Access
Grant secure, view-only access to trusted professionals like your accountant or attorney.