Client login.
Secure access to your portfolio reporting, planning tools and documents.
eMoney Wealth Portal
Your complete financial picture in one place — net worth, cash flow, goal tracking, linked outside accounts and a secure vault for important documents.
Use this portal for financial planning, account aggregation and document exchange.
Log in to eMoneyBlack Diamond Reporting
Consolidated investment performance reporting across every account and entity, including holdings, allocation, activity and statements.
Use this portal for portfolio performance, statements and detailed position-level reporting.
Log in to Black DiamondTrouble accessing your account?
Forgot your credentials
Use the password reset link on the portal sign-in page. If you are still locked out, contact us and we will have access restored.
Not yet enrolled
Portal access is provided to all clients at onboarding. If you have not received an invitation, let us know and we will send one.
Security reminder
Holden Family Office will never ask for your password, and will never request a funds transfer by email alone. Verify any such request by phone.