Good morning & happy Monday!
Progress however, of the best kind, is comparatively slow. Great results cannot be achieved at once; and we must be satisfied to advance in life as we walk, step by step.
Samuel Smiles, Scottish author & government reformer (1812-1904)
Today I have some exciting news … after months of work & preparation Intentional Wealth has officially launched a phone app with our partner Black Diamond.
This app should be much easier to use than the website login (I’ve heard your feedback about the website portal) and provide you with up-to-date information on your accounts.
Later this week we will be sending you an invitation to download the app on your phone using Apple app store or Android play store.
Watch for an email from “Black Diamond” that will be titled “New User Setup.” Once you open that email there will be a blue button that says “Set Up Account.” Click on that link from your phone and it will take you to the Black Diamond app.
Click on “Install”
Once the app is installed click on the icon and it will take you to a page that says “Black Diamond Wealth Platform: Set Security Questions.” Select 3 questions and the corresponding answers.
From there the next page is a “Set Password” page. Select your password and type it in 2 times and hit enter.
The next page will prompt you to accept the “Application Terms of Use” – after reviewing, if you agree click on blue bottom at the bottom of the page that says “Accept”.
After you setup the account with your password you will get an email from “Black Diamond” that’s titled “Account Update Confirmation.” That is simply letting you know that registration is complete. You don’t need to do anything with that email.
You’re all set 😊
Please note that for security purposes you must complete registration within 7 days of receiving the email. If you don’t complete within 7 days we will simply need to resend you the invitation.
To access the same software on your computer type in www.blackdiamond.advent.com and click on “Client Login” on the top right corner of the screen.
If you have any questions on this matter, please reach out to our technology expert Monique Mathews @ monique@intentional-wealth.com or 863-577-3280.
It is a tremendous honor to serve you and it is our hope that this tool enhances you experience with Intentional Wealth. Please reach out to us with any feedback on the app as we are still honing it to provide the best user experience possible. Thanks for your patience as this app took many months for us to build.
Hope it’s a wonderful week ahead!