RFC Client vs eMoney Client Portal

This Mobile App allows you to view account information, balances and easily contact your Financial Advisor. Please contact our office if you have any issues (800) 440-5039

Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights. • Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future. • Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal. • Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal. • Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights. EXPERIENCE THE ADVANTAGES: • Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life. • Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing. • Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.