Frequently Asked Questions for Client Login Portals

• How do I reset my eMoney or AdviceWorks Client Portal password?

  eMoney

  1. Click the eMoney login link above to ensure you’re on the correct login page.
  2. Select the "Forgot Password?" link.
  3. Enter your email address associated with your account and click Next.
  4. Follow the instructions sent to your email to reset your password.
  5. Once reset, return to the login page and sign in with your new password.

  AdviceWorks

  1. Click the AdviceWorks login link above to ensure you’re on the correct login page.
  2. Select the "Forgot Password?" link.
  3. Enter your Login ID and click Next.
  4. Answer the security questions you set up previously.
  5. After correctly answering your security questions, create a new password.
     
     Important: Your password must be at least 8 characters long and include 3 of the following 4 character types: uppercase letters, lowercase letters, numbers, and special characters (e.g., @, $, #).
     
     
  6. Once you've created your new password, return to the login page and sign in with your Login ID and new password.
• What should I do if I forget my password?

  Each portal has a “Forgot Password” link on the login page. Click the link and follow the instructions to reset your password. If you continue to experience issues, please reach out to our support team.

• Can I access my account from my phone or tablet?

  Yes! Both eMoney and AdviceWorks are mobile-friendly, allowing you to access your financial information anytime, anywhere. Simply log in using your device’s web browser.

• Why am I having trouble logging in?

  If you’re experiencing login issues, try the following:

  • Double-check that you’re using the correct username and password.
  • Ensure your Caps Lock is off.
  • Clear your browser’s cache and cookies.
  • Try using a different web browser.

  If the issue persists, contact our support team for assistance.

• What if I don’t have a Client Portal?

  If you have not yet set up your client portal, please reach out to your advisor or our support team. We will send you an invitation with instructions on how to register and log in for the first time.