Black Diamond is our clients’ preferred method to access their accounts online. If you are not set up for a Black Diamond portal, please contact a Waite Financial team member to get set up today!
*Formal Pershing and Cetera generated account documents such as monthly statements, trade confirmations and tax documents are not available via Black Diamond. To access your account documents please login to your accounts via NetXInvestor.
If you have any questions about accessing your accounts via Black Diamond, please contact Gina at (828) 322-9595 and she will be happy to assist.
NetXInvestor is Pershing’s online viewing website and it’s where you can view your accounts and all of your formal Pershing and Cetera generated account documents.
Our Financial Organization Number is: 157
If you have any questions about accessing your accounts via NetXInvestor please call Gina at (828) 322-9595 or Cetera directly at (888) 406.5444 Monday – Friday 9:00 am – 7:00 pm EST and they can reset your password, unlock your account, or generate a security code for you right over the phone.
Charles Schwab Alliance allows you to access your Charles Schwab accounts and sign up for e-delivery to view your account statements online.
If you have not yet set up your Charles Schwab online access please contact Gina at (828) 322-9595 to obtain the account number needed to login.
If you are already signed up and have questions about accessing your accounts, please contact Charles Schwab Alliance directly at (800) 435-4000 and they will be able to assist you.