Greystone Wealth ManagementClient Login

Client Services Portal

How can we help you today?

Select a service below to securely submit requests, upload documents, and communicate directly with the Greystone team.

Distribution Request

Request a withdrawal or distribution from your Schwab account. Supports IRA, Roth IRA, brokerage, SEP IRA, trust, and taxable accounts.

Traditional IRARoth IRABrokerageSEP IRATrust
Start Request

Secure Document Upload

Securely upload tax returns, account statements, estate planning documents, insurance policies, and other requested files directly to the Greystone team.

Tax ReturnsStatementsEstate DocsInsuranceSecure Upload
Upload Documents

Update My Information

Request updates to your contact information, banking instructions, beneficiaries, or trusted contact details.

Address ChangesBeneficiariesBankingTrusted Contact
Submit Update

Estate Planning Intake

Begin the estate planning process by securely providing family, trustee, beneficiary, asset, and legacy planning information.

Revocable TrustWillPOAHealthcare DirectiveLegacy Planning
Begin Intake

LLC Formation Intake

Start an LLC formation request and securely provide the information needed for entity setup, operating agreements, EIN coordination, and business structuring assistance.

LLC FormationOperating AgreementEINRegistered AgentEntity Structuring
Start Intake

Beneficiary Review Request

Request a review of your current beneficiary designations to ensure alignment with your estate and financial plan.

IRA BeneficiariesTrust AlignmentTOD AccountsEstate Coordination
Request Review

Schedule a Review

Request a strategy review meeting with the Greystone team.

Annual ReviewRetirement PlanningTax PlanningPortfolio Review
Schedule Now

The Process

What Happens Next

01

Submit Your Request

Securely complete the appropriate intake form. All submissions are encrypted and delivered directly to the Greystone team.

02

Greystone Reviews

Our team reviews your request and supporting documentation during normal business hours.

03

Confirmation & Follow-Up

You'll receive updates and next-step guidance from the Greystone team directly.

256-Bit SSL Encryption
Fiduciary Standard
Secure Uploads
Registered Investment Adviser