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Client Logins

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GSAM Client Portal

To login to the Client Portal, please click on the Client Portal Login image above, or download the WealthView App on your mobile device(s).

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If you do not have a Client Portal Login, but would like to sign up, please call our office at 412-257-8060 and we will be happy to assist you.

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Charles Schwab & Co.

For accounts custodied by Charles Schwab & Co., please click the image above to be directed to the Schwab Alliance login page.

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Fidelity Institutional

For accounts custodied by Fidelity Institutional, please click the image above to be directed to the Wealthscape Investor login page.

Note: Online trading capabilities for clients is automatically enabled at Charles Schwab, but not at Fidelity, unless requested by the client.  Also, money transfer capabilities are enabled at both custodians.  While we see all client-initiated online activity within 24 hours, we request that clients notify us regarding moving money or trading so that we may adjust portfolios promptly to cover the transactions.

Client Portal Demo

Below is an introductory video demonstrating how to navigate the new Client Portal and an overview of the reports & features available:

WealthView Mobile App

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Enables you to access the Client Portal from your mobile devices.  When logging in for the first time, you'll need to enter the Portal Code listed below:

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Portal Code: Grantstreet

CONTACT US

Headquarters | Pittsburgh, PA:

380 Southpointe Blvd, Plaza II, Ste. 315

Canonsburg, PA 15317

Tel: 412-257-8060

Fax: 412-257-8435

Toll Free: 1-800-376-5170

advisors@gsaminc.com

 

Charlotte, NC Office:

128 S. Tryon Street, Ste. 1581

Charlotte, NC 28202

Tel: 704-719-1060

Toll Free: 1-800-376-5170

Grant Street Asset Management, Inc. is a fee-only investment manager providing services to high net worth individuals, families and institutions. Grant Street Asset Management, Inc. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission in the State of Pennsylvania. Our main place of business is 380 Southpointe Blvd Suite 315 Canonsburg PA 15317. We also maintain an office at 128 S Tryon St Suite 1581, Charlotte, NC 28202.

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Grant Street Asset Management, Inc. and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Grant Street maintains clients. Grant Street may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Please consult with Grant Street Asset Management, Inc. for further clarification of state registrations.

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The information contained in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. All information contained within this website is for informational purposes only. The authors, publisher and host of this site are not providing any type of specific advice to your situation. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual investment advisor prior to implementation.

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