1. How to Register for Web Access

In this class, you will learn how to register for access to your website (powered by EMoney) and decide on login details. This will be your online allocation platform where you can sync all of your financial and investment accounts and store important documents.
  1. Open the email invitation that will be sent to you from the sender “notification@emoneyadvisor.com”. Use your one-time link to register for the website. The link is active for one week. Click “Register Now” to begin the registration process.
  2. Choose your username and password following the password requirements.
  3. Enter a phone number for 2-factor authentication.
  4. (optional) set up a second phone number for 2-factor recovery in case you cannot receive a verification code on your primary number.
  5. Select and answer three security questions. Lastly, review and accept the eMoney Site Terms Of Use.

 

Congratulations! You have successfully registered for the My Financial Coach eMoney platform. You should see a welcome page with a “Let’s Get Started” link. We’ll review this financial questionnaire in our next video.

 

Let’s move on to the next step: