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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

Login

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)

Login



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


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