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Client Portal Login

At GB&J we are concerned about your privacy. Our Portal allows you to upload and download files to and from us securely. Should you wish to send us information and do not have a Portal, please contact us and we will set one up for you. You will receive an email notifying you that your Portal has been created and provide you with a link to your Portal. The first time you access your Portal you will be asked to set up your user password which is known only to you. Afterwards, you may access your Portal at any time by clicking on the link below and entering your user email address and password.

*Please do not use this portal to upload documents intended for Mainsail Advisors Services, LLC.

Link to our Portal to securely upload documents.
You will need your username and password.

See Client Portal FAQ above for more information.

Download the App Above


Download the App

Access the client portal through the Apple and Google Play Store