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.

 

Money Guide Pro Button

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.

 


 

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office at 515-661-6353.

View a demo

Watch this short video to learn how Investor360° delivers easy online access to your total financial life.