Client Links

Client Appointment Calendar:

To set up an in person appointment with us at our Rock Hill office

 

 

To set up an in person appointment with us at out Charlotte office

 

 

To set up an online appointment with us using GoToMeeting

 

 

 


Client Forms:

Personal Information Form

*Click here to view a video on how to fill out the Personal Information Form

 

ROL Financial Plan Worksheet

 


Secure Emails:

To send us an encrypted email. This allows us to keep your information safe.

 

 

 


Client Login Links:

 

 

 

 

 

Black Diamond is our clients’ preferred method to access their accounts online. If you are not set up for a Black Diamond portal, please contact a Carroll Financial team member to get set up today!

Formal Pershing and Cetera generated account documents such as monthly statements, trade confirmations and tax documents are not available via Black Diamond.

If you have any questions about accessing your accounts via Black Diamond, please contact one of your Carroll Financial team members and they will be happy to assist.

 

 

*Click here to view a video on how to log into Black Diamond


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NetXInvestor is Pershing’s online viewing website and it’s where you can view your accounts and all of your formal Pershing and Cetera generated account documents.

Our Financial Organization Number is: 157

If you have any questions about accessing your accounts via NetXInvestor please call Cetera directly at (888) 406-5444 Monday – Friday 9:00 am – 7:00 pm EST and they can reset your password, unlock your account, or generate a security code for you right over the phone.

 

 

*Click here to view a video on how to log into NETXINVESTOR


 

 

 

 

 

 

 

 

Charles Schwab Alliance allows you to access your Charles Schwab accounts and sign up for e-delivery to view your account statements online.

If you have not yet set up your Charles Schwab online access please contact a Carroll Financial team member to obtain the account number needed to login.

If you are already signed up and have questions about accessing your accounts, please contact Charles Schwab Alliance directly at (800) 435-4000 and they will be able to assist you.

 

 

*Click here to view a video on how to log into Schwab Alliance