Client Portal

Secure access to your financial plan, performance, and documents.

Financial Planning

Access your balance sheet, cash flow projections, and probability of success.

RightCapital logo with black text and a blue upward trending arrow.
Login to RightCapital

Need help accessing your RightCapital plan? Click here for support.

Investment Performance

View your investment allocation, reports, and performance history

The logo of a financial company with a blue upward arrow and the text 'Wealth Platform' underneath.
Login to Black Diamond

Need help accessing Black Diamond? Click here for support.

Secure Document Vault

Securely access and upload files directly to Canyon Creek Investment Advisors.

The image features the letters 'B-O-X' in bold, blue font. The letter 'b' is lowercase, while the 'X' is uppercase, with the overall style modern and blocky.
Login to Box

Need help accessing your documents in Box? Click here for support.

Client Service Center

New Clients

Welcome to the firm. To begin your journey, please click the button below to complete your secure onboarding profile.

Client Onboarding

Need help? Don’t hesitate to contact us!

Contact Us

Existing Clients

Has your life changed? Use this portal to update your financial profile, risk tolerance, or planning goals so we can keep your strategy aligned.

Existing Client Resources

Need to meet with your advisor? Schedule your next meeting.

Schedule a Meeting

Frequently Asked Questions

  • For security purposes, we do not store your passwords. Please click the "Forgot Password" link on the specific login page (RightCapital or Black Diamond) to reset it directly.

  • Black Diamond performance reporting is updated daily, typically reflecting the previous business day's closing values.

  • Yes. We utilize 256-bit encryption and multi-factor authentication across all our platforms to ensure your financial data remains protected.

  • Your 1099s and other tax documents are automatically uploaded to your Secure Document Vault (Box) as soon as they are available from the custodian.

  • Yes. Both RightCapital (financial planning) and Black Diamond (wealth platform) offer secure mobile apps for iOS and Android. You can download them from your respective app store and log in using the same credentials you use on this portal.

  • You can schedule a review at any time by clicking the "Schedule a Meeting" button in the Client Service Center section above, or by calling our office directly at (970) 442-3289.