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Online Client Access

As a client of Genesis Financial Group you have access to either online comprehensive planning software or standard portfolio reporting, which you can access by clicking on the respective login buttons below. For access to these sites please reach out to us and we will be happy to provide you log-in credentials.  

Personal Financial Website

Personal Financial Website

Please follow this link to access your personal financial website. This system will show you a consolidated view of your entire financial picture, including investing accounts and our comprehensive planning center, as well as your personal client document vault. 

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Portfolio Reporting

Portfolio Reporting

Portfolio reporting shows you a consolidated view of your accounts including allocations and current holdings. 

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