The Vault: eMoney’s Digital Document Repository

Unlock more information on the Advisor and Client Vault! Hear how easily accessible the Vault is with a few quick clicks, and how to create an organized, customizable home for important Client documents. With guest Carla Youngs, Senior Training Specialist.

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.