Secure Access
Client Portal
All your accounts and reports in one place. Select your platform below, each link connects directly and securely to the respective custodian or service.
Custodian
Charles Schwab
Access your custodied accounts, statements, and trade confirmations.
Launch Portal
Custodian
Pershing / NetXInvestor
Access your Pershing custodied accounts and portfolio reporting.
Launch Portal
Custodian
Fidelity
Access your Fidelity custodied accounts and investment reports.
Launch Portal
Alternative Investments
Juniper Square
Access your alternative investment and private fund reporting portal.
Launch Portal
Financial Planning
eMoney Advisor
Access your financial plan, document vault, and consolidated portfolio view.
Launch Portal
Reporting
Black Diamond
Access your performance reporting and account analytics dashboard.
Launch Portal
Need Help Logging In?
Gideon's client services team can assist with login issues, forgotten credentials, or questions about your accounts.