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Client Login

  /  Client Login

If you have any access or registration questions, please email tech@gbmi.com or give us a call at (818)385-3100.

Tax & Accounting

Tax Portal

Bookkeeping Portal

Wealth Management

Financial Planning Portal

  • View or link investment accounts or credit cards for your financial plan
  • View your balance sheet, cash flow reports, or expense data

Custodian Portal

  • Positions, Values, Activity
  • Monthly Statements & Trade Confirmations
  • Tax Forms (1099 & 1099-R)

Investment Management Portal

  • Detailed reporting including: Positions, Values, Activity and Performance.
  • Quarterly reports
  • Market Commentary and Outlook

Custodian Portal

  • Positions, Values, Activity
  • Quarterly Statements & Trade Confirmations
  • Tax Forms (1099 & 1099-R)

Custodian Portal

  • Positions, Values, Activity
  • Monthly Statements & Trade Confirmations
  • Tax Forms (1099 & 1099-R)

Custodian Portal

  • Positions, Values, Activity
  • Quarterly Statements & Trade Confirmations
  • Tax Forms (1099 & 1099-R)

Business Management

Financial Reporting & Bill Pay

Online Banking

Secure File Upload