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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

Investor Login

via Axos Advisor Services

axos -advisor services -logo

Investor Login

via Charles Schwab

charles-schwab_logo

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.

Black-Diamond

USA Financial Formulas

USA Financial Formulas has partnered with three different Financial Institutions to provide choice and flexibility for investors. Investor login depends upon the specific institution that provides custody and/or account aggregation. Contact your advisor to determine the best way to access your information.

Investor Login

via Axos Advisor Services

axos -advisor services -logo

Investor Login

via TD Ameritrade

TD Ameritrade--logo
Orion Advisor -logo

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.

Black-Diamond

USA Financial Securities

Investor Login

via Albridge

Albridge-Logo-2023