Impactful Extras Webinar Recap: Create a Client Connections Process

In this session, we highlighted best practices for successfully aggregating client’s accounts on the client portal.  We also reviewed initial connection conversations, resources to share, and troubleshooting tips.

Additional Resources

• eMoney Data Aggregation Resources
• How to Add and Troubleshoot Client Connections
• Troubleshooting Accounts

Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your September Training Opportunities here.