Secure Access
Client Portal
Your accounts, performance reports, and planning tools are available through secure partner portals. Select the right portal below.
Partner Portals
Choose Your Portal
Schwab Client Portal
View your account balances, statements, tax documents, and recent activity at Schwab. You will leave this website and sign in directly with Schwab's secure authentication.
Open Schwab PortalBlack Diamond
Access your portfolio performance reports and consolidated statements through Black Diamond. This is Tilia's reporting environment for performance, holdings, and household-level summaries.
Open Black DiamondRightCapital
Sign in to your financial planning portal to review goals, cash-flow projections, retirement plans, and interactive scenarios updated by your advisory team.
Open RightCapitalNeed Help Signing In?
Our Operations team answers the phone directly during business hours. If you have trouble with credentials, multi-factor authentication, or need to verify which portal to use, we are here.
Call (910) 679-4093Security & custody
Tilia never takes custody of client assets. All accounts are held in your name at Charles Schwab & Company, with SIPC protection and independent monthly statements sent directly to you. For questions about your account access, please contact your dedicated advisor or our Operations team.
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