Communications Resource Center

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Onboarding - Migration

Pre-Migration Investor-Facing URL Change (Forced or Opt-In)

Date Sent: 2 Weeks Prior to Migration

Audience: Investor | Learn more about audiences

Description/Overview:

If a user from your field was once on the standard version of eMoney and is planning to migrate to a custom or enterprise version, we recommend they repurpose this investor-facing email template to notify their clients about the coming URL change. Communicating proactively provides more time for investors to reply to their financial professional in case they need additional clarification prior to changes being made.

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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.