The PrairieView Wealth & Tax Advisors mobile phone application enables authorized clients to access portfolio and contact data in a simplified manner. On the application, users can view their financial account details, review performance, view and share documents and interact with the PrairieView Wealth & Tax Advisors Team.
Requirements: You need to have been given Black Diamond portal access by the PrairieView Wealth & Tax Advisors Team. If you would like to request access, please contact the PrairieView Wealth & Tax Advisors Team at [email protected].