What to expect
Meet the team
Contact
Client log in
More
1
Our client portal serves as a communication hub for us. Here you will be able to:
See a dashboard summary of key financial data points
Access the financial plan we will build for you
Exchange documents with your planner in secure, encrypted vault
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2
The Betterment investment portal provides access to your important investment information including:
Account balances, holdings and investment performance
Goal tracking
Maintain your investments and high yield cash savings all in a single place
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3
In the GeoWealth portal you can view real-time performance information for your accounts.
You can also review a breakdown of your investment fees each quarter.​