Trust Point Wealth Portal
General Inquiry 800-658-9474 401(k) Inquiry 800-458-9111
General Inquiry 800-658-9474 401(k) Inquiry 800-458-9111
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View Your Financial Accounts Online

Trust Point Wealth Portal

What’s the Trust Point Wealth Management Portal? It’s an online portal (ran through the Black Diamond Wealth Platform) that allows you to view your accounts, statements, and other financial documents all at your fingertips. Learn more below.

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Stay Connected to Your Financial Picture

What are some features of the portal?

  • Portfolio and account information at-a-glance
  • Dynamic view of your entire portfolio(s)
  • Real-time account reporting
  • Use the vault to easily view statements and share documents with your Trust Point Financial Team
  • Quick and easy access to your Financial Team
  • Links to the latest Trust Point news & insights
preview of Trust Point's WM portal
Trust Point staff showing a client the Trust Point Wealth Portal on an ipad

Go Paperless!

If you aren’t already receiving your account statement electronically through Black Diamond, here’s what you could be missing! E-statements are…

  • Convenient – Available almost immediately at the end of the month via the Trust Point Black Diamond Wealth Portal.
  • Safe and Secure – Protected by your unique password and multi-factor authentication.
  • Eco-friendly!

Getting started is easy!

  1. Complete the Statement Election form to sign up for e-statements  
  2. Email the completed form to your Relationship Manager OR upload the form to your vault and email your Relationship Manager so they can update your account

Give us a call or send us an email if you have any questions.

Email(800) 658-9474

Trust Point Wealth Management
Mobile App

Easily access account information on the go. Download the Client Experience from the Apple App Store or Google Play and search “Trust Point Wealth” or click a link below to go directly to the Trust Point Wealth Management app.

iPhone® and iPad®: App Store

Android: Google Play Store

The Trust Point Wealth App shown on two smartphones

Personal Service, Professional Expertise

As a fiduciary, we believe that doing what’s best for our clients is what’s best for Trust Point. For over a century, we have offered a full range of financial services to individuals, families, businesses and charitable organizations. Our goal is to help you establish a lasting legacy for you and the people you care about most.

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