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Secure Document Sharing

Personal Financial Website / Client Portal (by eMoney)

If you're a planning client and use our personalized financial website, the best way to share documents with us is to utilize your eMoney Vault*.  If you don't use the eMoney client webiste, scroll to the bottom of this page. 

Find Logins Here

Upload documents securely into the SHARED DOCUMENTS folder in your Vault.

Personal Financial View Dashboard

Secure Document Vault - Folder for Files to Share with Us

For non-eMoney Users

If you don't have or use an eMoney financial planning website:

  1. Ask us how to become a planning client if you'd like to use this kind of website! Find a preview HERE.
  2. You may alternatively utilize a secure Box upload link, here: 

Secure Box File Upload

*If you'd like to know more about eMoney's website security, CLICK HERE.