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Personal Financial Website

Pull together your full financial picture with security & safety through eMoney and your Personal Financial Website

Retirement Planning

At a moments notice, can you or your family members locate your most important files such as tax returns, wills, passports and birth certificates? With the Vault, you can. The Vault is a secure digital document storage repository. Using the Vault, you and your advisor can exchange confidential documents, collaborate on financial plans, and share personal data easily and securely.

Safe & Secure

Your Personal Financial Website employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.

Peace of Mind

With one, centralized and organized location to store all of your important financial documents and files, you and your family will always know where important documents are in times of need.

Access Anywhere, Anytime

The Vault is accessible from any device so you can review, upload or retrieve your documents from wherever you are.

File Sharing Oversight

Upload files into the Shared Documents folder to make them accessible to your advisor or keep files private and visible to only you by adding them to the My Documents folder.

Keeping track of all your investment accounts can be cumbersome when they are held at multiple financial institutions. The Investments section of your Personal Financial Website gives you one place to view detailed summaries of all your financial accounts.

Account Value History

Each month, your investment account balances are recorded so you can easily track if their value has increased or decreased over specific periods of time.

Asset Allocation

Easily view the asset types and holdings that make up your investment accounts so you always know how your assets are allocated.

Current Values

Account holdings update with the market throughout the day so you always know the current value of your investments.

Market Insights

Easily access trusted market news and investment research from Morningstar so you can skip the online searches when you're interested in learning more about the markets.

Are your daily spending habits helping you meet your long-term financial objectives? With the Spending tab in your Personal Financial Website you can easily monitor and manage your daily cash flow — helping you stay on track to meet the financial future that you envision.

Visibility Into All Accounts

Connecting all your financial accounts brings your daily transactions from multiple institutions into one place for a complete and consolidated view of your spending.

Real-Time Expanse Tracking

Your daily spending transactions will instantly update in the Spending tab once you've connected your financial accounts. With a real-time view of all your debits and credits, you'll always know how much you've spent and what's left.

Insight Into Spending Habits

Financial transactions are automatically classified based on preset and customizable categories. You'll easily identify where you spend the most money and ways to save for future expenses.

Budgeting In One-Click

Getting started with planning for your future income and expenses is simple. In just one-click, create a budget from your actual spending transaction history. Use this budget as is or as a starting point that you can easily customize.

Whether you're picturing life in retirement, saving for your child's education, or renovating your home, the best time to plan for it is today. With the interactive Goals tab of your Personal Financial website you can easily add your financial goals and track your progress toward funding those goals— from wherever you are, at any time.

Personalize Your Goals

Add photos and timeframes to your goals to visualize the impact they have on your long-term financial outlook.

Estimate Projected Funding

Enter the details of your goals into your portal and gain insight into how you're tracking toward funding your goals and possible actions you can take to improve funding results.

Dedicate Funds

If you already have saving accounts or funds set aside for a specific goal in mind, you can easily designate them as sources of funding for that goal to help you stay organized and on track.

Stay The Course

With the ability to see your financial goals and projected funding results, you'll always know how you're tracking toward achieving your financial targets.

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Personal Financial Website

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