View My Account

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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:

Complete View Brochure


How to Videos for Complete View


 

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

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


 

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.


 

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis