Account Access

Account Summary Reporting System

   Black Diamond -

The Black Diamond performance reporting site is designed to monitor your asset allocation, risk and performance in your managed asset program. Please rely on this site for your Fidelity account information. Please click the below link to help you navigate through the site.

Account Holder User Guide

If you have not been set up or you do not know your Black Diamond username, please call us at 303-470-1209 or email

Managed Account Access

Fidelity Managed Account (s) -

The Fidelity site will give you direct access to your Managed Account(s). Please rely on this site to access personal account information, statements, confirms and tax documents. Click on the below links for assistance on how to set up online account access.

Fidelity First Time User Guide

Fidelity Pin Administration 

For Direct Deposits: Please put account number on check made out to Fidelity and mail to:

Fidelity Investments

100 Crosby Parkway, KC1E

Covington, KY 41015


Secure File Transfers

KFS Client Portal -

The KFS Client Portal is a tool that we use to securely upload/download confidential files. We encourage everyone to use this site in lieu of email when sending personal and confidential information (such as your most recent tax return and social security statements).

The link listed above is only for activated clients. To get activated, please call us at 303-470-1209 or email



Mutual Fund Accounts:

 American Funds

Charles Schwab

 Franklin Templeton Investments

 MFS Investments

 Oppenheimer Funds

 Pimco Funds

 Putnam Investments

 SunAmerica Mutual Funds

 Van Kampen Investments/Invesco

Variable Annuity Contracts:

 Allianz Life

 ING Annuities/Voya


 Integrity Annuities/W& S Financial

 Jackson National Annuities/Life

John Hancock Annuities

 Pacific Life

Polaris Annuities

Prudential Life

 Protective Life

DWS Management

 Transamerica Annuities

529 College Savings Account:

 Alliance Bernstein College Bound

 Scholars Choice (Colorado State Plan) P.O. Box 8566, Boston, MA 02266

 Scholars Edge