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GeoWealth Support Center

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Client Portal User Guide

Account Funding Instructions

Instructions for funding accounts by check or wire.

Download Account Funding Instructions

If you have any questions, please contact Advisor Services at 800-949-9936 option 2, service@geowealth.com or by live chat during business hours in the lower right corner of this screen.

This website is for investment professionals only. It is not intended for retail investors. Retail investors who are interested in our investment services should contact a financial advisor.