The eMoney Advisor Mobile App is Here!

The eMoney Advisor Mobile App is Here!

eMoney Advisor, our trusted financial planning platform, just released a brand-new mobile app for both Apple and Android phones.  You can now check your financial plan, track progress, and securely access important documents—all from your phone, whether you’re at home, on the go, or waiting for your morning coffee. 

Why Download the App? See all your accounts in one place—no more password scavenger hunts.

• • Get real-time updates on your investments and goals.

  • Securely store and access important documents.

  • Message me, your financial planner, directly from the app.

Download the App:

• • For Apple/iPhone users: Download from the App Store
  • For Android users: Download from Google Play

Log In:

• • Use your existing eMoney Client Portal username and password.

  • The first time you log in, you’ll be prompted to register your device and set up a PIN or biometric login for extra security.

Explore and Enjoy

• • Check your financial plan, upload documents, and message us directly from the app.

  • The app is designed to be user-friendly.

App Highlights:

My Advisor Page 

• To get here: While on your home page, click the box with the person in it on the top left corner
• What you will find here: 
  • Kit's Info & Contact Links
  • "Schedule a Meeting" Button
  • "Message Advisor" Box
  • "Tasks and Next Steps" Box - Stay on track with the next steps we have created for your plan. 
    
    
    

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• SAMPLE CLIENT ACCOUNT:

My Plan

• • • To get here: go one step to the right of your home page on your bottom menu
    • Stay up to date on your retirement (or other) plan, view changes and know when it's time to ask questions.
  • Spending
    • To get here: go one step to the right of "My Plan:" on your bottom menu
    • Provides handy access to review all your spending (make sure to link all accounts in eMoney for accuracy)
    • Add a Budget or even let the App create you one based on current spending habits. 
  • Investments
    • To get here: go one step to the right of "Spending".
    • Get an Overview of your Investment Performance
    • For those who like to dig a little deeper, check out the Allocation, Analysis and Transactions pages. 
  • More
    • To get here: Far right on your bottom Menu
    • Here's where you'll find all the technical stuff like your Profile, Setting, etc.
    • Here's where you'll also find one of THE COOLEST FEATURES in the app:
      • DOCUMENTS
        • Documents is the same thing as your Vault on the Desktop version of eMoney
        • View and Download Files from Kit and the Sterling Edge team
        • Use the [+] button Upload Files to Shared Documents
        • When you select the "Add File" option, you can add photos and videos directly from your phone, making it easier to share things like Driver's Licenses and other documents your team might need.

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If you have any trouble or questions, we can review them on a quick call or our next scheduled meeting.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and the federally registered CFP® (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sterling Edge Financial  are not affiliated.

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