Q3 2019 Market Index Data Update Live

The market index data in your eMoney application has been updated on December 6 with the latest historical data, as of Q2 2019. Follow the steps below to update your indices and model portfolio growth rates. 

To update the market indices across all clients:

  1. Select More, then Investment Assumptions
  2. Click on Model Portfolios
  3. Select the Market Indices tab
  4. Click Compare/Update Indices
  5. Select either Update Advisor Assumptions or Update All My Clients

To update the market indices for a single client:

  1. Select the client
  2. Click Facts, then select Advanced
  3. Go to Assumptions, then Investment
  4. Choose the Market Indices tab, then Compare/Update Indices
  5. Select either Update This Client Only or Update All My Clients

Questions? eMoney Customer Service team is available to assist you from 8am – 8pm EST M-F. Call 888-362-8482 or send an email.