This May, we’re standardizing the definition of investments across the Advisor and Client Portals to create a consistent eMoney experience.
This update will further help you provide insight into your clients’ accounts and enable them to easily monitor all of their investments and accounts.
The new definition of investments that will be applied across both sites includes the following account types:
- Qualified Retirement
- Roth IRA
- Stock Options
- Deferred Compensation
- Life Insurance (only those with cash value)
These changes will be most visible on the advisor’s Client Overview and Client Portal home and investments pages.
Prior to these changes going live in May, we will provide you with content you can share with your clients describing the updates to the investments pages of the Client Portal.
Note: Intra-day pricing will continue to function as today, when turned-on there may be a difference between the Advisor and Client Site investment sections because intra-day pricing modifies the values being reported.