Secure Client Portal

Stonebridge is your one-stop solution to connect to the resources you want – when you need them most

Stonebridge- Black Diamond

Stonebridge provides access to performance on your accounts available 24/7. If you are having trouble please email clientrelationsteam@stonebridgecap.com.

Pershing Advisor Solutions

Get online access to your accounts directly through Pershing.

Charles Schwab

Get online access to your accounts directly through Charles Schwab.

Fidelity

Gain online access to your Fidelity accounts.

Client Relationship Summary

Review our Client Relationship Summary form for an overview of our services and additional information.

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