Account Access

Account Summary Reporting System

   Black Diamond - https://bluesky2.bdreporting.com/Auth/Login.aspx

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 ClientService@KummerFinancial.com.

Managed Account Access

Fidelity Managed Account (s) - https://www.Fidelity.com

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 - www.ClientWealthCenter.com

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 ClientService@KummerFinancial.com

 

INDIVIDUAL COMPANY WEBSITES:

Mutual Fund Accounts:

 American Funds

www.americanfunds.com

Charles Schwab

www.schwab.com

 Franklin Templeton Investments

www.franklintempleton.com

 MFS Investments

www.mfs.com


 Oppenheimer Funds

www.oppenheimerfunds.com

 Pimco Funds

www.pimco.com

 Putnam Investments

www.putnaminvestments.com

 SunAmerica Mutual Funds

www.sunamericafunds.com

 Van Kampen Investments/Invesco

www.vankampen.com/
 

Variable Annuity Contracts:

 Allianz Life

www.allianzlife.com
 

 ING Annuities/Voya

www.ing-usa.com/

 

 Integrity Annuities/W& S Financial

www.integritycompanies.com

 Jackson National Annuities/Life

www.jackson.com


John Hancock Annuities

www.jhannuities.com

 Pacific Life

www.pacificlife.com/

Polaris Annuities

www.sunamerica.com

 
Prudential Life

www.prudential.com

 Protective Life

www.protective.com/

DWS Management

www.dws-investments.com

 Transamerica Annuities

www.transamerica.com


529 College Savings Account:

 Alliance Bernstein College Bound

www.alliancecapital.com

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

www.scholars-choice.com

 Scholars Edge

www.scholarsedge529.com