Client Access
Securely access your investment accounts, review documents, and explore your risk profile — all in one place.
Your portals & tools
Everything you need to monitor your accounts, retrieve tax documents, and stay on top of your financial picture.
G&R Client Portal
Log in to view all of your accounts in one consolidated dashboard. Track performance, review statements, and stay connected with your advisory team through our secure client portal.
Log in to your portalCharles Schwab
Access your brokerage accounts directly at Charles Schwab. View holdings, download tax documents, set up e-delivery of statements, confirmations, and shareholder materials.
Go to Schwab loginRight Capital
Access your comprehensive financial plan through Right Capital. View your retirement projections, track goals, review cash flow planning, and collaborate with your advisor on your complete financial picture.
Log in to Right CapitalYour security is our priority. All portals use bank-level 256-bit encryption. G&R Financial Solutions will never ask for your password via email or phone. If you have trouble accessing your account, call us directly at (973) 946-8086.