- Tracking of all net worth with asset and liability balances updated daily.
- Add Live Connections for your investment accounts, credit cards, and even mortgage to maintain an updated and accurate view of your financial picture.
- Alerts to keep you aware of significant transactions and changes in balance.
- Investment analysis on all of your investment assets.
- A budget tool to track and prioritze your spending.
- Reports on networth, cash flow, asset allocation, and more.
- A Secure Vault to safely store sensitive information and documents.
- A Mobile App to conveniently access your account, wherever you are.
If you never registered for your eMoney portal, contact us for registration instructions. Click here to view the eMoney Welcome Packet.
Forgot Password
Can't remember your password? Don't worry!
Click the button below, enter your username, and follow the instructions to quickly regain access to your account. If you are still unable to login, contact us at:
Adding Accounts
Establishing connections to your outside financial or banking institutions will allow your account information to be updated automatically.
You can enter your accounts manually if you do not have an online login to an institution. While manual accounts do not update, they help build a better financial snapshot for you and your Advisor.
Organizer Tool
In this guide we will walk you through the features of your Client Site Organizer.
Use the Organizer to group all your financial information in one place. Click the different sections to add and edit the related information.