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FINANCIAL JOURNEY PARTNERS CLIENT PORTAL

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Using Your Personal Vault

Using Your Personal Vault

This is a space where you can safely and securely store the documents of significance in your life. What happens if you lose your driver's license or passport when you travel? It can remove the worry of finding your marriage license, deed to your house or title on your car. It is also the perfect place for a copy of your estate plan.

The Vault is your private place, but it can also be used to share documents with Financial Journey Partners as well as other partners you designate. You can have multiple folders to organize and ensure only the representatives you trust have access to what they need and allow you to productively work together.

In times of emergency it can also provide peace of mind to know you have access to what you need while you stay safe.

Give Jennifer a call at 408-963-2884 and she can help you to increase your use of your eMoney vault.

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Client Portal Resources

The resources on the is page will help you learn how to get the most out of your Financial Journey Partners Client Portal.  You can also select Help in the upper right of the home page of your portal for additional resources.

A Guide To Getting Started - A step by step guide to get started with a login to your site.

Best Practices - Best Practices for using your Client Portal.

Connecting Accounts - Steps to add accounts to your Client Portal.

Investments - See account values, asset allocation and market news.

Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.

Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.

Spending - Track your spending and create a budget, all in one place.

Vault - A secure digital document storage repository.

Mobile Client Site - Access your Client Portal from an icon on your smart phone.

Security - Learn about the advanced security features and protocols to keep your data safe and private.

Screen Sharing - Use screen sharing with your advisor when meeting remotely.

Client Portal FAQs - Answers to frequently asked questions.

eMoney Tips Archive - Check back to reference prior eMoney Tips in our archive.