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Wealth Online dashboard

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Wealth Online How-To's...

All users should receive a new user account set-up email. This email will come “from” the email address noreply@bdreporting.com. Black Diamond (BD) is the certified vendor and host of our new Wealth Online platform.

Included in this email is a link to set up your account. Please click on the “Set Up Account” button or copy and paste the full URL into your browser.

For security purposes, your set up link will expire after 7 calendar days. Should the link expire, let your Park advisor know and they will be happy to resend the email with a new set up link.

For step-by-step instructions for setting up your account, click here.

If you are having issues logging in, please follow these directions, or contact your local Park advisor.

Wealth Online Login Issues

To access your e-statements, simply click on “Vault” in the navigation at the top of your page. Once there, you can find “Statements” listed on the left hand side of the page. Click there to view any available statements.

If you have not yet enrolled in e-statements and would like to, please complete this form.

To upload a document to share with your advisor, simply click on “Vault” in the navigation at the top of your page. Then, you can drag and drop your file(s) into the document space to upload.

Wealth Online Vault Document Upload

When in your Portfolio Dashboard, to switch from viewing details on your entire Portfolio to an individual account, select the “Switch” feature in the top left-hand corner and then select which account you’d like to view from the drop down that appears.

Wealth Online Portfolio to Account View

To view your transactions, click on “Portfolio” in the navigation at the top of the page. In the drop down menu, locate “Transactions.”

Wealth Online Transactions Navigation

 

View and filter transactions

Wealth Online Transactions View

Wealth Online Dashboard

Dashboard Home

When you log in, you’ll see your personalized home page. Then, across the top, you have quick access to the other pages of your portal.

Your accounts and total portfolio value are listed front and center. Next to your accounts, you’ll also find your top holdings for quick reference.

Client Experience DashboardWealth Online dashboard, portfolio overview
Portfolio Review

The Portfolio dashboard is where you can view additional details about your portfolio. The dashboard gives you a dynamic overview of your portfolio with performance cards highlighting key information about your portfolio.

To get even more detail, you can click on the title of each card. You can also use the drop-down menu to quickly switch between the different cards.

Wealth Online dashboard, balance sheet overviewWealth Online dashboard, balance sheet overview
My Accounts

Within the Net Worth space, the My Accounts page provides a detailed list of your accounts with the ability to aggregate and manage outside accounts or manual accounts. Balances and statuses are visible at a glance. In addition, you can expand each account to see your holdings and their values.

Wealth Online dashboard, timelineWealth Online dashboard, timeline
Timeline/News Feed

The Timeline is a consolidated, curated feed of posts designed to memorialize interactions between you and your team. Countless events and activities represent your financial life journey, and Timeline is a consolidated experience designed to capture this activity.

Senior man reading online news on smartphone outdoors.
Older couple standing at kitchen island looking at laptop as they plan for the future.