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:
- Select More, then Investment Assumptions
- Click on Model Portfolios
- Select the Market Indices tab
- Click Compare/Update Indices
- Select either Update Advisor Assumptions or Update All My Clients
To update the market indices for a single client:
- Select the client
- Click Facts, then select Advanced
- Go to Assumptions, then Investment
- Choose the Market Indices tab, then Compare/Update Indices
- 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.