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
Learn how to link your accounts for a complete financial picture:
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.
Financial Plan Login
Click here to access you financial plan (MoneyGuide Pro).
How to go paperless
How to use the secure e-mail system
Click here for instructions on how to use our secure e-mail system.
How to screen share
Visit join.me and follow the steps to enable screen sharing between advisors and clients.