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    Get access to the secure, online hub where you can access information related your account. Choose the correct portal based on the USA Financial company that your account is affiliated with below. You can click on the affiliated company below to jump to your options or scroll down. If you’re unsure which portal is right for you, please contact your financial advisor.

    USA Financial Exchange

    axos -advisor services -logo

    Investor Login

    via Axos Advisor Services

    charles-schwab_logo

    Investor Login

    via Charles Schwab

    Black-Diamond

    Investor Login

    via Black Diamond

    Black Diamond portal login access is provided by your financial advisor. If you’ve already received login information, we encourage you to watch the brief training video before jumping into the client portal. If you have not received login information, contact your advisor.

    USA Financial Formulas

    Black-Diamond

    Investor Login

    via Black Diamond

    Black Diamond portal login access is provided by your financial advisor. If you’ve already received login information, we encourage you to watch the brief training video before jumping into the client portal. If you have not received login information, contact your advisor.

    USA Financial Securities

    Albridge-Logo-2023

    Investor Login

    via Albridge