Golden Bell Client Portal
Our customized secure Client Portal provides a current overview of your complete investment portfolio in one place including your consolidated allocation, performance, and holdings — updated automatically every day. You can also use the Portal to access your custom Quarterly Portfolio Summary, monthly Schwab account statements, quarterly invoices, tax documents, and other planning documents.
More Resources
Charles Schwab
Directly access your individual account data by logging in to Charles Schwab. Note that the Schwab login will not include external accounts such as 401(k) and 403(b) plans nor will it provide a consolidated portfolio overview or performance information. The Client Portal is a better resource for such information and a consolidated overview of your portfolio.
Secure Document Upload
Use this link to securely send us any files with account numbers or other sensitive information.
Schedule a Conversation
Existing Golden Bell clients may use this link to schedule a financial planning call with Jason Lina.