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
- Download tax organizer
- Upload tax documents to your tax preparer
- Download prior years tax returns and supporting documents (W-2’s, 1099’s, etc.)
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
