Log in to your accounts. Which portal you use depends on where your accounts are held.
This is the new client portal where you may log on and view all of your accounts. You can monitor all your account balances, activity, transactions and performance any time, anywhere on this secure, easy to use website.
Client portal login
This is where you log on if you have accounts with us at Charles Schwab and you’ve signed up, or would like to sign up for e-delivery of your statements, transaction confirmations, tax documents, shareholder documents and prospectuses.
Charles Schwab login
This is where you log on if you have an AssetMark account and access real-time portfolio information, manage your financial goals, view all your accounts, securely communicate with your advisor, and receive detailed reports and personalized updates.
AssetMark loginGoal Line Capital does not control these third-party sites. If you are not sure which portal holds your accounts, call us and we will point you to the right one.