New England Investment & Retirement Group, Inc. has partnered with Black Diamond Performance ReportingTM to provide its clients with one of the most advanced portfolio accounting and performance reporting systems on the market today. By logging into Black Diamond, you will be able to view all your accounts in one area while also having the ability to generate dynamic, feature-rich performance reports all on your own. With its “click through” functionality, Black Diamond allows the more engaged clients to run a variety of on-the-fly customized reports.
TD Ameritrade Institutional offers clients the ability to view all their accounts on the TD Ameritrade platform. Although you will not be able to run performance reports through this site, it will serve as your center for trade confirmations, monthly statements, and tax documents. The TD Ameritrade Client Advisor site also provides you with the ability to track any pending disbursements or contributions, position transfers, and cost basis.