eMoney | Financial Planning Overview
- Review your progress towards goals
- Safely store your most important financial documents in the Vault – Once you’re logging into eMoney, look at the top of your page and find “Vault” and then go to “Reports” to find your financial plan report Here’s How to Use the Vault!
- Link and monitor outside accounts (i.e. bank accounts, mortgages, loans, etc.) Instructions Here!
- Track your spending and create a budget How-To Here!
- Review countless reports including cash flow, income taxes, balance sheet, stock options, and more
Concerns about security? Check out e-Money’s Security Features and Policies here
Fidelity | Account Administration
- If at any point previously you’ve had a Fidelity login, everything (past and current) will be linked under your SSN; you’ve forgotten or no longer have your login information, you can recover it here
- Allows you to: view & print statements, update your delivery preferences, download tax forms, and move money