• View your account details, related investment activity, and performance metrics

• See your asset allocation at the Household, Client and Account levels

• Access documents shared by the Pereon Wealth fiduciary team

We’re excited to welcome you to the Pereon Wealth investment portal, available on your web browser and through the Apple and Android app stores. As technology continues to evolve, we remain committed to embracing tools that create a more seamless, transparent, and connected experience for you.

Instructions to get started can be found below. Please reach out to hello@pereonwealth.com should you need an extra hand.

Best,

Michael Tanney, AIF®
Founding Partner & Chief Executive Officer

Please follow the instructions below to access the investment portal for the first time:

1. You will receive an email from support@geowealth.com to log in for the first time via the web-based version by clicking on a button that looks like this:

2. Your username is your email address, and you will be prompted to set your password.

3. Once you’ve logged in, please download the GeoWealth application from the mobile App store using the appropriate link below. Your username and password will be the same for the website and the mobile app.

4. Access the Pereon Wealth Client Portal Guide for help navigating.