Access Your Accounts
Client Log In
Choose how you'd like to access your account. Select the platform that works best for your situation.
Client Portal
Access your comprehensive financial dashboard, view your planning documents, and manage your account preferences.
Schwab Log In
Connect directly to your Schwab account to view investments, check balances, and execute transactions.
Altruist Log In
Access your Altruist platform to manage reporting, statements, and account coordination.
Security Note: All login portals are secured with industry-standard encryption. Never share your password or login credentials with anyone, including Grounded Wealth team members.
Can't access your account? Contact our support team