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Access Accounts Online

Easily view your portfolio securely with Genesis Wealth Advisor Groups' consolidated client account viewing, powered by Albridge.

**Due to the merger of our Broker-Dealer into Securities America, Albridge Reporting will be transitioning to a new link which will require re-registration for the service.  We will maintain both login links below until the transition of accounts and their data feeds is complete.

When registering for access via the new Securities America feed you will need to use a different user name.  Please call, email or text us if you need assistance or an access code.**

Investacorp (Old Data Feeds)  

Securities America (Newly Transitioned Account Feeds) 

Want to assess where you are in relation to your financial goals?

Complete a free assessment by clicking the Wealth Forecast Link below. 

Existing clients can log into your financial planning planning account via your personalized link to complete your financial profile or view various scenarios.  Powered by Right Capital.


Below is a selection of direct links* to our most requested financial product partner login sites:


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