Advisor | Client Portal Investment Consistency Update Coming in May

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:

  • Taxable
  • Cash
  • Qualified Retirement
  • Roth IRA
  • HSA
  • 529
  • Stock Options
  • Annuities
  • 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.

Example of a client showing different values on the Advisor and Client Investments tiles.

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.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.