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Connections to major banks in your eMoney client portal typically need to be validated every three months or whenever you update your password.
This can require you to spend time reestablishing your bank connection before you can manage your transactions.
eMoney is transitioning to new API-based data aggregation connections, which will allow for a more sustainable connection.
Unlike traditional aggregation methods, APIs do not rely on your username and password for access. They're built in partnership with your financial institutions and create a secure and reliable channel for transporting financial data
Reconnecting via the new API, takes just a few steps to complete. Give Jennifer a call at 408-963-2884 and she can help you through it.
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 Away 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.