Every Genius Capital Group client is paired with a dedicated financial advisor who provides personalized guidance on both capital and investment decisions.
Schedule a quarterly check-in with your advisor to review progress toward your financial goals and ensure your strategy stays aligned with any changes in your situation.
Scheduling a meeting
From your advisor’s profile page, click Schedule a Meeting to view available time slots and book a video or phone call. Calendar invites are sent automatically to your registered email address.
Sharing documents
You can securely upload and share documents with your advisor from the Documents tab. Accepted file formats are:
Each file must be 25 MB or smaller.
Reviewing advisor recommendations
When your advisor makes a recommendation — such as a portfolio rebalance or a new capital product — you’ll receive a notification in the portal. Navigate to the Recommendations section to review the details and either approve or decline.
Your advisor can answer any questions about a recommendation through the Messages tab before you take action.
Changing your advisor
If you’d like to be paired with a different advisor, contact client support through the Help section of the portal. Reassignment requests are typically fulfilled within 5 business days.