Client Center
To access your account information, please select the Investor360°® button below.
Clients use the Investor360°® button to access detailed account information and obtain monthly consolidated statements online. You can also view the Investor360° user guide for more information.
The MoneyGuidePro™ button is for clients who have engaged in financial projection planning and wish to have secure on-line access to their MoneyGuidePro projection report. Upon request, Generations Wealth Management will provide you with a User ID and a temporary password.
Watch this short video to learn how Investor360° delivers easy online access to your total financial life.