Client Portal Login


Click below to be routed to the Black Diamond Client Portal Login Screen

Black Diamond Client Portal

Black Diamond Client Portal

Quick Start Guide

For new users, below is a guide to gain access to Black Diamond, your personal financial portal. For further questions about establishing login credentials, please contact the Monte Financial Group LLC team.

Quick Start Guide- First Time Log In

Black Diamond Client Portal

The Client Experience

Select the link below for an introductory overview of the Black Diamond Client Portal’s features. For further questions please contact your Advisor at Monte Financial Group LLC.

Black Diamond Client Experience Guide

Learn More with Videos


Check out our tutorial video series for the Black Diamond Client Portal! Features of the application are split into short clips with detailed explanations and best practices. Watch on Youtube below:

We Are Here to Help


For more information on how we can help you, or to arrange an introductory meeting, please complete the information below

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