Client Login

If you would like to see historical performance reports on any of your portfolios, or to see current values or fund selections for your accounts, please login to the Advent Black Diamond portal on the left.

To view or download Pershing monthly account statements or tax documents, or if you would like to change the way in which Pershing communicates with you, please click on the “Pershing Login” button to be taken to your Pershing login page.

If you need assistance with user names or passwords, or if you’re having any difficulty logging in to your accounts, please call our office at (415) 346-2221.

Click below to go to the Advent Black Diamond login page to view your performance reports, current account values, asset allocations and fund selection for your accounts, or for a wide range of additional information. Black Diamond Login

Click below to go to the Pershing NetXInvestor® login page to view your statements, tax documents, etc. pershing login