Broker Check


Take Control of Your Financial World

Take Control of Your Financial World

Your personal financial website makes it easy to manage your wealth and your well-being.  Here are a few of the features:

  • Investment Monitoring
  • Vault for Storing and Sharing Documents
  • Mobile Friendly Features
  • Private Budgeting Tools
  • Goal Setting and Monitoring

See below for more detailed information on the features and tools available to you through eMoney. Also check out the tutorial video at the bottom of this page!

How to Get Started

With our automated fact finding
questionnaire, you can get started on your own in just a few easy steps.

Getting Started Guide

Budgeting Tools

Track spending to see how much you're spending and where. Set budgets to help you reach your savings goals.

Spending & Budgeting

Security Features

eMoney employs advanced security features and protocols to keep your data
safe, private, and secure.

eMoney Security Measures

The Vault

Safely store your financial documents. This is also used to share documents between you and your advisor.

Desktop & Mobile Vault Overview


Connect all your accounts for a consolidated view of your entire financial picture. Use the Organizer to group all your financial information in one place.

More About the Organizer

Add Accounts

Connecting your accounts will allow your account information to be updated automatically.  You can also manually add accounts for which you do not have online access.

How To Add Accounts

Mobile Friendly 

A complete financial picture available on your smart phone. You can bookmark eMoney and set up a passcode for safe, convenient mobile access

Mobile Website Overview

Watch this 8 Minute Video Walk-Through