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Login to the Genesis Wealth Advisors’ Client Wealth Center.

Call Genesis at (800) 245-7526 to set up an account for you.

For clients with accounts held by Fidelity, click here.

For clients with accounts held by Lockwood/Pershing, click here.

Login to the Genesis Wealth Advisors’ Client Fact Finder. This allows you to provide us accurate and up-to-date financial profile which helps us serve you better. For more information, please review our Client Guide to the Electronic Fact Finder.