View My Account

Clients may view accounts using the following secure websites:

E*TRADE account login

Most timely reporting of your E*TRADE accounts.

Click here to access your E*TRADE account.

Click here for instructions on how to access your account.

Click here for instructions to connect accounts held at other companies and nbsp;

Learn how to link your accounts for a complete financial picture:

Complete View Brochure

How to Videos for Complete View

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Geneos Consolidated account login

One place to look for all your accounts, including eTrade, annuities, life insurance policies among others.

Click here to access your Geneos Consolidated account.

Click here for instructions on how to access your Geneos Consolidated account.

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Financial Plan Login

and nbsp;Click here to access you financial plan (MoneyGuide Pro).

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How to go paperless

NEW! and nbsp;Click here and nbsp;or here for instructions on how to sign up for paperless e-statements with E*TRADE

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How to use the secure e-mail system

Click here for instructions on how to use our secure e-mail system.

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How to screen share

Visit join.me and nbsp;and follow the steps to enable screen sharing between advisors and clients.

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