Offering a Range of Support Options to Meet Different Needs
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:
*Statistics displayed at left were collected via Client Service’s Customer Satisfaction Survey: July, 2018-July, 2019 (n=1100)
Advisors, support staff, and office managers usually gain access to eMoney’s site via an assigned user ID and password within 24 to 48 hours of submitting the user agreement and payment.
For Firm or Enterprise access, processing time varies depending on the size of the organization and the number of individual subscriptions, as well as other client-specific requirements. For more information, please contact our sales team at 888-362-4612.
When you’re logged into eMoney, click the Settings button in the upper right-hand corner of the page to access your information.
Log in to eMoney, click More in the top navigation and then Manage Subscription.
The account owner should send an email requesting the upgrade to customerservice@emoneyadvisor.com.
The account owner should send an email requesting the addition/removal of the user to customerservice@emoneyadvisor.com.
Log in to eMoney, click More in the top navigation and then Manage Subscription.
