Client Center

Safely send and receive confidential documents through our secure and easy-to-use client portal. Click the button below to log in or contact your Grassi advisor to get started.

For technical questions, please email help@grassiadvisors.com.

Client Portal

Client Center - Silhouettes of business professionals meeting in a modern office during sunset, with warm red and orange lighting creating a collaborative and dynamic atmosphere.

Client Center

Safely send and receive confidential documents through our secure and easy-to-use client portal. Click the button below to log in or contact your Grassi advisor to get started.

For technical questions, please email help@grassiadvisors.com.

Client Portal

Client Center - Silhouettes of business professionals meeting in a modern office during sunset, with warm red and orange lighting creating a collaborative and dynamic atmosphere.

ACH/CREDIT Card

If you have any questions about our electronic payment options, please email Accounts Receivable. 

 

Pay Your Bill Button

WIre Payments

Please follow these instructions to pay your bill by wire transfer.

For questions about your wire payments, please contact Accounts Receivable.