Taxable and Cash Account Contributions Tab – Coming Soon

So you can quickly and easily enter contributions when working with Taxable and Cash Accounts, we’re adding the Contribution tab. This change will eliminate the need to model contributions for these accounts via Transfer Flows.

These changes will be visible in your Fact Finder, the Client Organizer, Advanced Planning Techniques and all Reports that display contributions.

How will I add Taxable and Cash Account Contributions?

If you’d like to enter contributions from Basic Facts, you’ll simply go to the Savings & Contributions section and click the “Add” button.

Or if you’re working in the Advanced Fact Finder follow the steps below:

1. First, navigate to your client’s Advanced Facts and open the Investments menu to select the taxable or cash account.

2. Once you’ve selected the account, you will see your new Contributions tab next to Basic. Click on the Contributions tab and you will have the option to enter contributions and even create schedules to adjust contribution amounts over time.

3. That’s it!

How will this update affect my existing Transfer Flow contributions?

Where applicable, we will be automatically converting existing Transfer Flows to Taxable or Cash Account contributions. However, many transfer flows will not meet the strict criteria required to be converted automatically.

No changes will be made to the way eMoney handles Transfer Flows and their functionality. If you have any additional questions about this release, please give us a call at 888-362-8482 or send us an email.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist 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.