An excellent tool that allows you to manage your entire financial picture within your own personal financial portal. You can manage your budget, archive documents and see all of your accounts on one page.

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  • 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.

Frequently Asked Questions

Forgot Password

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:


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Adding Accounts

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.

Learn How
Organizer Tool

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.


What is the Secure Vault?

The Vault feature in your Personal Financial Website allows you to store important documents and files safely and securely. This user guide will show you how to navigate and utilize the Vault, including how to upload files from your computer.

How do I download the Mobile App?

With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. Click here for more information.

How do I use the Budget & Spending tool?

This user guide will walk you through how to use the Spending and Budgeting tools available on your Personal Financial Website. These tools allow you to build out monthly spending budgets while tracking spending habits on your connected transactional accounts. To track your spending and budgeting, you must first connect your accounts.

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