Client Service Help
Where can I locate advisor-requested documents prior to my review meeting?
To help you prepare for client meetings and ensuring they are as productive as possible, we have created this guide to explain the key documents we often review and where to find them. This includes Estate Planning Documents, 401(k) Statements, and Non-HZ Managed Accounts.
I’d like to make an account deposit. Who should the check be made payable to?
Please make checks payable to the account custodian (not to our firm). In most cases, this will be Fidelity Investments.
If you are making a deposit to a College 529 account, please contact us first so we can confirm the correct payee.
Checks should be mailed to our office with a note indicating which account the deposit should be applied to:
Hixon Zuercher Capital Management
101 W. Sandusky St., Ste. 301
Findlay, OH 45840
I can't login to my Black Diamond Client Portal. What should I do?
To update your email address or password, visit the Black Diamond client portal login page and click “Trouble logging in?”
From there, you’ll be guided through options to reset your password, reset your username, or unlock your account by following the on-screen prompts.
If you are still having troubles, feel free to email or call our office.
How do I register on Fidelity?
Click here for a step by step procedure to guide you through the process.
How can I create my e-signature on Fidelity
Click here for a step by step procedure to guide you through the process.
I am becoming concerned about fraud. What should I look out for?
There has been a wave in recent years of criminals scamming regular people out of their hard-earned money. Most of these attempts involve threats, artificial urgency, confusing terminology, or emotional manipulation to get people to share their personal information or even send money. To help ensure this does not happen to you, please read our guide.
How do I ensure HZCM emails aren't getting stuck in my spam folder?
Click here for a step by step procedure to guide you through the whitelisting email process. This will ensure that all communications go directly to your primary inbox.
Where can I locate and review the client engagement standards?
Click here to take a look at our client engagement standards.
FORMS
How can I fill out the Letter of Authorization form?
Click here to complete the fillable LOA form. After completion, save the document with changes and securely send it back to us.
How Can I Fill Out The Discussion Authorization Form?
Click here to complete the fillable DA form. After completion, save the document with changes and securely send it back to us.
