Since this website operates as a free consumer resource, we are not able to provide software support via phone, chat, or email. In lieu of direct support, we offer an extensive, topically-sorted list of eMoney help articles.
A Finance App to Replace Mint? eMoney is Superior and Available for FREE!
By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to…
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Self-Registration Process
In this user guide, we will demonstrate how to register for your website in a few simple steps! Your financial representative will send a system generated email…
A Guide to Getting Started
Manage your wealth and your well-being Your Personal Financial Website helps you see your financial life beyond the numbers. And with our automated fact-finding questionnaire, you can…
Personal Financial Website Overview
This user guide will provide an overview of the features on your Personal Financial Website. Your website is designed to give you the tools to organize your…
Take Control of Your Financial World
Your Personal Financial Management website makes it easy to manage both your wealth and your well-being. OVER-Take-Control-of-Your-Financial-WorldDownload
Client Alerts
This guide will show you how to access Alerts and their settings on your Personal financial Website. OVER-Client-AlertsDownload
Organizer Overview
Use the Organizer to group all your financial information in one place. Click the different sections to add and edit the related information. The information included here…
2 Factor Authentication
The 2-Factor Authentication (2FA) feature is integrated into your Personal Financial Management Website; it is an important security measure to safeguard your personal financial data. 2FA works…
Forgot Your Password
This user guide will walk you through the steps to reset the password to your Personal Financial Website. SECURITY-Forgot-Your-PasswordDownload
Safe & Secure
Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. Our…
Hide Spending Transactions
Typically, users hide spending transactions when they don’t want the transaction included in their monthly budget. For example, if a business spending transaction comes through but the…
Spending and Budgeting Overview
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…
Spending & Budget Categories
This guide details the default Spending & Budgeting categories available to you in your Personal Financial Website. It is a best practice to verify that your spending…
Add a Mobile Bookmark on a Google Pixel
This user guide will demonstrate how to add a mobile bookmark of your Personal Financial Website login page from the Google Chrome app on your Google Pixel…
Mobile Access
Answers in the Palm of Your Hand With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want,…
Desktop Vault Overview
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…
Vault Checklist1
Protect Your Important Documents With unlimited secure document storage, you can organize and protect your most important documents. Review the checklist below and start adding to your…
Mobile Website Overview
This training guide demonstrates the functionality of the Mobile version of your Personal Financial Website. The Mobile Website includes the same features from the desktop version, including…
Mobile Vault Upload
This user guide will demonstrate how to upload files into your Vault from your Mobile Personal Financial Website. MOBILE-Mobile-Vault-UploadDownload
Add a Mobile Bookmark on a Samsung Android
This user guide will demonstrate how to add a mobile bookmark of your Personal Financial Website login page from the Samsung Internet on your Android device. This…
Add a Mobile Bookmark for Chrome on iPhone
This user guide demonstrates how to add a mobile bookmark of your Personal Financial Website login page from the Chrome app on your iPhone. This bookmark will…
Add a Mobile Bookmark for Chrome on Android
This user guide will demonstrate how to add a mobile bookmark of your Personal Financial Website login page from the Google Chrome app on your Android device.…
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Access the Mobile Site
The Mobile version of your Personal Financial Website includes the same features from the desktop version, including a consolidated view of your information. MOBILE-Access-the-Mobile-SiteDownload
Investments Overview
This guide will introduce you to the Investments feature available on your Personal Financial Website. The Investments page provides you with an overall view of your investments…
Investment Classification
This User Guide details the classification of Investments on the Client Site. To help you manage your wealth and monitor all of your accounts through a single,…
Add Accounts
This user guide will demonstrate how to add connected and manual accounts. Adding Connected Accounts Establishing connections to your personal banking institutions will allow your account information…
Account Data Aggregation 101
Data aggregation is an engine that simplifies and clarifies multiple sources of data into one complete picture. But how is it used in your Personal Financial Website—and…
Link manual accounts
This training guide demonstrates how to connect your manually entered facts! The process is simple, and the guided workflow will help you every step of the way.…
Troubleshooting Accounts
In this guide, we will walk you through basic steps you can take to repair any of your connected accounts with errors. Unless noted by the institution,…
Your Guide to Data Aggregation
What Is Data Aggregation? Data aggregation is the process of gathering digital information– like your checking account, 401(k), and investment account balances–from a variety of separate sources…
What You Need to Know About API Based Connections
DATA AGGREGATION 101 Data aggregation is an engine that simplifies and clarifies multiple sources of data into one complete picture. But how is it used in your…
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