eMoney Resources These quick guides are available to assist you with your eMoney Personal Financial Website. Additional answers can be found through the Help tab within eMoney, by contacting our office or submitting a question below. You may log into your eMoney account through the Account Access tab above. Your Guide to eMoney Best PracticesTips to getting the most out of using eMoney.ConnectionsHow to add external accounts.Download eMoney AppGet your Personal Financial Website on your mobile device.FAQsAnswers to common questions about eMoney.Goal SettingEasily add your financial goals and track your progress.Interactive Cash Flow PlanningLearn more about how we work side-by-side with you to understand the financial impact your decisions have on your financial plans.InvestmentsA cumulative view of your overall portfolio.Screen SharingUse screen sharing when meeting with your advisor remotely.Security: Safe & SecureWith each measure in place, you can be confident that your important information is safe and secure.SpendingTrack your spending and create a budget, all in one place.The VaultAn easy way to secure, organize, and access important documents.What Is Data Aggregation?The process of gathering financial information and presenting it in a single comprehensive view. Have a Question Name Email Phone Question Thank you! Oops!