CLIENT LOGIN

YOUR INFORMATION IN ONE PLACE

Log into your accounts or book a quick call

Account Access

You can access your accounts and financial plan in the GTS Client Portal by clicking the button below.  

You may also access your account data by logging directly into your custodian - Charles Schwab. 

Client Financial Planning Portal

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Are you a GTS Financial client and have a quick question?

For our current GTS clients - We make it easy to get in touch!

In addition to giving us a call or sending an e-mail, you can schedule a quick call whenever you want using our scheduling tool below. 

Quick Call with Grant A. Meyer, CFPⓇ