Your client tools
Client Login
Here is where to find your accounts, documents, and financial plan, and what’s coming next.
Your account custodian
Schwab
Charles Schwab holds your accounts. Log in anytime to see what you own and download your documents.
What you’ll find
- Your accounts, balances, and activity
- Monthly and quarterly statements
- Tax documents, including 1099s
- Transfers and trade confirmations
Your financial plan
RightCapital
Your living financial plan, built together during our meetings and updated as your life changes.
What you’ll find
- Your plan, goals, and projections
- Net worth across your linked accounts
- Budget and cash flow
- Retirement outlook and what-if scenarios
Coming late 2026
Your future main hub
Black Diamond
Once it launches, Black Diamond will bring everything together in one place and become your main hub.
What you’ll find
- Links to your Schwab accounts
- Links to your RightCapital plan
- Client statements
- Account performance reporting
Login coming soon
One place for everything
Starting in late 2026, you’ll log in to Black Diamond to reach your Schwab accounts and RightCapital plan, alongside your statements and performance.
Need help logging in? Call (925) 284-7950 or email advice@lsqfa.com.
The links provided are for client convenience and direct users to websites and portals operated by unaffiliated third parties. LSQFA does not own, operate, maintain, or control these websites and is not responsible for their content, accuracy, availability, security, or privacy practices. Access to and use of these portals are subject to the respective third parties’ terms of use and privacy policies. Clients are encouraged to review those policies before accessing or submitting personal information through these websites.