Connections: Importing Accounts Into Your Book of Business in eMoney

Understand the differences between Advisor and Client Connections and how to bring account information into eMoney for your Clients. Tune into this episode for best practices around managing your Connections! With guest Rose Adlam, Technical Support Supervisor.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.