facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Client Login

Wealth Management

Log into GBB's wealth management client portal to access:

  • View of your accounts with GBB
  • Quarterly performance reports and newsletters
  • Upload and access documents
  • Important client communications


Corporate Retirement Plans

Log into GBB's corporate retirement plan account to access:

  • Quarterly reports and newsletter
  • Plan documents (coming soon)
  • Meeting minutes (coming soon)
  • GBB Management Agreement (coming soon)


Client Portal Tutorials

Activating Your Client Portal

Posting a Document Using Your Client Portal

Resetting Your Password

Retrieving Documents from Your Client Vault

How to Log Into Your Fiduciary Briefcase

Watch video here

Check the background of this firm/advisor on FINRA’s BrokerCheck.