User ID

Welcome to your source for consolidated account information. Geneos Wealth Management Statements allow you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports to use in your practice. Access your Geneos Wealth Management Statements anytime from anywhere in the world on our secure website.

Forgot Password
SSN/Tax ID (Example 12345678)
User Name
Email (Use the same email you provided to your advisor)
Forgot Password
Check your email for information on how to reset your password.
Forgot User Name
SSN/Tax ID    (Example 12345678)
Email (Use the same email you provided to your advisor)
Forgot User Name
The information has been sent to your email address on file.
Questions or Comments?
Contact Us

Advisors

If you have any questions or comments regarding the product, please call or email customer support.


Investors
Please contact your financial advisor for assistance.


Learn About Wealth Reporting

Albridge offers recorded and live training sessions, with topics designed to give you a brief overview of specific functionality in the Wealth Reporting system.

For information about on-demand recorded sessions or to register for a live demo, see the Albridge website.

In addition, within-product assistance will give you information about the concepts and features of the system, including quick introductions to all the new usage features in this release of the product.

Web Browser and Device Compatibility

Release 25.4.0.0

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