TRAIN CLIENT HOW TO USE EMONEY PERSONALIZED WEBSITE

Provide some initial training and demonstration of eMoney

Client Website Resources

The following Client Overview documents can be found from the “Help” menu from within MarinerGPS (eMoney).

The documents may then be provided to the client as needed.

• Settings & Security
• Self-Registration
• Client Site Overview (one-page)
• Client Site Overview
• Adding Accounts
• Linking Manually Entered Accounts
• Organizer Overview
• Managing Alerts
• Goals
• Vault Overview
• Vault Checklist
• Spending and Budgeting