Step 1: Initiate the Integration
- Select your profile in the top right side of the screen, then click Integrations.

- Click Add Integration.

- Select Black Diamond from the window, then click Link.

- Carefully read the integration instructions, then click Activate Integration.

- Name the integration Black Diamond, enter your username and password, and confirm you are not a robot, then click Link.

Once the connection has been established, the integration status will show up as Active.
Step 2: Add Linked Accounts
- Once the integration is active, go to your Households page and select a household.

- Edit the household by clicking the pencil icon on the top right of your Dashboard.

- On the Assets page, click Add Linked Accounts.

- Select Black Diamond as the source, scroll or search to find your household, select the accounts you'd like to link, and click Save.

Your linked accounts will all include an icon with the Black Diamond logo.
➡️ Questions?
Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.