Client Portal
Secure access to your financial plan, performance, and documents.
Financial Planning
Access your balance sheet, cash flow projections, and probability of success.
Investment Performance
View your investment allocation, reports, and performance history
Secure Document Vault
Securely access and upload files directly to Canyon Creek Investment Advisors.
Client Service Center
New Clients
Welcome to the firm. To begin your journey, please click the button below to complete your secure onboarding profile.
Need help? Don’t hesitate to 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.
Need to meet with your advisor? Schedule your next meeting.
Frequently Asked Questions
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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.
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Black Diamond performance reporting is updated daily, typically reflecting the previous business day's closing values.
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Yes. We utilize 256-bit encryption and multi-factor authentication across all our platforms to ensure your financial data remains protected.
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Your 1099s and other tax documents are automatically uploaded to your Secure Document Vault (Box) as soon as they are available from the custodian.
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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.
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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.