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BlackBird Finance

Where is my money held? How do I track my investments? - BlackBird Finance

We partner with Betterment Advisors to ensure your money is safe and secure. Your quarterly performance reports and tax documents will come from them. We also grant our clients access to their own customized client portal, where they can view their entire financial life in one place. You can see all your financial accounts, net worth, retirement projections, and so forth on your computer or use an app on your phone.