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828 322 9595 katherine@waitefinancial.com Client Login
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Client Login

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!

Black Diamond Login

*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

NetXInvestor Login

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.

Charles Schwab Alliance

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.

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Contact info

  •   428 4th Ave., NW, Hickory, North Carolina 28601
  •   828 322 9595
  •   katherine@waitefinancial.com

Contact us

Securities offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

428 4th Ave., NW, Hickory, North Carolina 28601 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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