Our favorite site for checking current market data, along with historical pricing and performance for stocks, exchange-traded funds, mutual funds, etc.
For our clients who have requested to have online access to their Pershing Advisor Solutions accounts.. This is also the service that enables our clients to sign up for Paperless delivery of Pershing account documents and paperwork.
BLACK DIAMOND PERFORMANCE REPORTING
For our clients who have requested access to our Black Diamond system, which provides account value, holdings, and performance information for your brokerage and directly-held accounts.” For the image in this box, please use some version of the Black Diamond logo from http://www.blackdiamondreporting.com
Disclaimer: AllSquare Wealth Management is not responsible for the opinions, statements, offers, content, or other information, written or expressed, within the websites provided above. The links posted to any of the above websites are for your reference only, and do not imply an endorsement by AllSquare Wealth Management for the website or anything contained within.