Enhanced Chat Support

We know that when you need information, you need it now. That’s why, on September 25, we’re upgrading our live chat functionality so you can get the in-app support you need—when you need it.

This release includes some of our most popular chat-related feature requests, including the ability to continuing chatting as you move between your Advisor Site and Client Portal, secure file transfer, and live queuing.

New live chat features include:

  • Improved look and feel that includes live queue position.
  • Topic drop-down menu to align your support request with eMoney subject matter experts.
  • Secure file transfer to eMoney and the ability to link them to your case history.
  • Seamless transition between eMoney representatives for escalated issues.

With improved functionality and streamlined support, you’ll have a more intuitive chat experience that provides expert support when and where you need it most.

Questions? Log in to eMoney and click Chat with an Agent on the bottom left of the page today or call us at 888-362-8482.

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.