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eMoney – Our New System to Deliver Reports

Last month we announced our new system to deliver your quarterly performance reports. In case you missed that email, we will be utilizing a secure, online “Vault” through a program called eMoney. This portal will allow us to securely deliver quarterly reports to you as well as other important information we need to send, or that you have requested. Going forward, we will roll out additional features on the site to help you better understand your finances.

If you haven’t already registered, we encourage you to do so as soon as possible. Email Debbie Rayman at draman@xmlfg.com to request a registration link.

Benefits:

  • Security: the eMoney Vault is protected by the highest private level of encryption on the private market.
  • In addition to the delivery of the quarterly performance reports, you can also elect to receive a copy of your Fidelity statements in the eMoney Vault as well.

Features:

  • In the Vault, you will find a folder named “Orion.” This is where you will be able to view your quarterly performance reports.
  • You will be notified via email when the reports are delivered into your secure Vault.
  • Other documents can be shared with you through this system.
  • You will have the ability to upload documents that you want to share with your advisor through the secure Vault.

As we mentioned above, in the future we will be rolling out other features from eMoney, such as Financial Planning, Reporting, etc.

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Last month we announced our new system to deliver your quarterly performance reports. In case you missed that email, we will be utilizing a secure, online “Vault” through a program called eMoney. This portal will allow us to securely deliver quarterly reports to you as well as other important information we need to send, or that you have requested. Going forward, we will roll out additional features on the site to help you better understand your finances.

If you haven’t already registered, we encourage you to do so as soon as possible. Email Debbie Rayman at draman@xmlfg.com to request a registration link.

Benefits:

  • Security: the eMoney Vault is protected by the highest private level of encryption on the private market.
  • In addition to the delivery of the quarterly performance reports, you can also elect to receive a copy of your Fidelity statements in the eMoney Vault as well.

Features:

  • In the Vault, you will find a folder named “Orion.” This is where you will be able to view your quarterly performance reports.
  • You will be notified via email when the reports are delivered into your secure Vault.
  • Other documents can be shared with you through this system.
  • You will have the ability to upload documents that you want to share with your advisor through the secure Vault.

As we mentioned above, in the future we will be rolling out other features from eMoney, such as Financial Planning, Reporting, etc.