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Investor Logins

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

Investor Login

via Charles Schwab

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

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.