eMoney Advisor –Getting Started: Client Site Overview– Version 10.3

Director: Jeffrey BerryWriter: Melissa ThomasDesigner / Animator: Mathieu Champagne, Ahmad Ajouz, and Ryan Gallini

Welcome to your Personal Financial Website.

Each time you logon…

… you’ll land here, on your homepage – the window into your financial world. This is where you’ll see up-to-date information on your accounts, net worth, investments, spending, insurance, and more.

Let’s begin with the organizer, located here. This is where you enter your essential details and connect your financial accounts. Once it’s complete, all the other features come to life.

You can also personalize your organizer by uploading photos of your family members and personal possessions. Things that help you visualize your wealth beyond the numbers.

If you want to know if you’re on target to reach important financial goals… like saving for retirement or funding your children’s education…

… come here, to your Financial Workshop. In just a few clicks, you’ll see where you are, where you need to be, and options to help you get there.

When you’re ready to monitor your cash flow, click here, on the Spending tab. In Spending, you can create budgets to help you stay on track to reach your spending—and your savings--goals.

Go to Investments to learn more about your asset allocation and to see the current values of your holdings.

You can drill down into your asset types for a detailed breakdown of each of your investments.

Let’s move on to your Vault. Here, you can upload all of your important and legal documents, like your will, birth certificates, tax returns, and more. No more sifting through files to find what you need.

After you’ve uploaded all of your documents, you’ll know where they are and have access to them anytime, from anywhere.

That’s all for now, but remember to visit the help section located in the top right corner of the page to learn more about your personal financial website.

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