Client Access

At DBR & CO, we’re all about simplifying your financial life, so we’ve included a number of account access sources for your convenience.

Black Diamond aggregates all account information in one place.

Charles Schwab will provide you access to your individual accounts.

Access your account information from Envestnet Retirement Solutions

If you have not yet received your Username and Password for these sites, please call us at 412.227.2800

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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