BEGIN INITIAL SET UP OF EMONEY CLIENT WEBSITE

Welcome Letter and Welcome Packet

Client Service Associate or Wealth Advisor establishes eMoney portal for new client if this has not already been done.

Client Service Associate or Wealth Advisor establishes the following folders in client’s eMoney vault:

1. Mariner Wealth Advisors
2. Income Tax
3. Estate/Trust
4. Insurance
5. Social Security/Medicare
6. Account Statements

Client Service Associate or Wealth Advisor scans in any of the documents below that you already have for the client(these correspond to the respective folder numbers listed above):

1. Welcome Packet Information
2. Personal, Corporate, Trust tax returns
3. Wills, trusts, POAs, Health Care Directives, etc.
4. Insurance policies, statements, illustrations
5. Social Security info, statements and/or Medicare info
6. Statements for various accounts

Note: There may additional folders created depending on the situation. For instance, if the client owns a business we would want to create a folder for that as well.