Client Portal
Existing clients can reach account information and documents through the secure links below. Never share your password or one-time codes with anyone, including GCA staff.
Account Access
View balances, positions, statements and tax documents for accounts held at our custodian, Charles Schwab & Co., Inc.
Schwab Client LoginDocument & Fund Investor Portal
Fund investors and advisory clients can access reports, capital call notices and shared documents.
Need help with access? Email investors@glynncapitaladvisors.com. Do not send account numbers or sensitive information by regular email.