October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

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Client Support

Offering a Range of Support Options to Meet Different Needs

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96% overall support = awesome or good

96%

overall support = awesome or good
97% specialist = awesome or good

97%

specialist = awesome or good
93% reported issue resolved

93%

reported issue resolved

Our dedicated Client Support team is staffed with experts whose goal is to ensure that you get the most out of your eMoney experience. Representatives can help address your questions whether you’re a beginner, power user, or somewhere in between. Topics include platform essentials, planning techniques, and best practices.

Your convenience and preferences are important to us, so we provide support through the most-popular channels:

  • Call us Monday through Friday, 8:00 a.m. through 8:00 p.m. ET at 1-888-362-8482
  • Email us at customerservice@emoneyadvisor.com.
  • Chat us online through the Live Chat banner within the Advisor Dashboard

 

*Statistics displayed at left were collected via Client Service’s Customer Satisfaction Survey: July, 2018-July, 2019 (n=1100)

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