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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 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

      Investor Login

      via Orion

      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