Please fill out the below information and we will contact you shortly.
Are you planning, or have you recently changed companies and would like your client data transferred accordingly?
Involves entering basic contact information such as name, address, date of birth, email address, and phone number.
Involves entering basic contact information such as name, address, date of birth, email address, and phone number, as well as more advanced Fact Finder information.
Involves updating client contact information or account information
Unsure about what kind of data entry service you need? Describe your request and one of our Data Entry Specialists will reach out to discuss it with you.
CHANGING TO A NEW FIRM OR BROKER DEALER
ENTER BASIC CLIENT CONTACT INFORMATION
Please note, all statements must include the account owner name and the type of account.
New Client Entry – Step by Step Process Step 1: Advisor uploads all client documents in the vault in a designated Data Entry Folder for that client Step 2: Advisor engages eMoney’s Data Entry Services by electronically submitting their user agreement along with client information (AKA Jotform) Step 3: eMoney’s Data entry team inputs all client data into the system Step 4: eMoney emails the advisor a quality assurance sheet documenting the assumptions and items of attention. Step 5: eMoney emails PayPal invoice to the advisor at their email address. Billing is separate from the eMoney billing services Step 6: Advisor pays for services.
Please send an encrypted or secure email with client information to DataEntry2@emoneyadvisor.com Please be advised that emails containing Personal Identifiable Information which are not encrypted or secure will not be received by our Data Entry team for security purposes.
Please be advised that if the Data Entry Team will be editing your live client information, we ask that client data is not edited until the QA Sheet has been emailed to you upon completion of the Data Entry to prevent any confusion regarding the entry.
Information to include:
ENTER NEW CLIENT(S)
UPDATE CLIENT INFORMATION
Please email the below client information to DataEntry2@emoneyadvisor.com
DATA ENTRY SERVICES AGREEMENT
This Data Entry Services Agreement (this “Agreement”), is entered into upon your electronic acceptance hereof by and between EMONEY ADVISOR, LLC, a Delaware limited liability company (“eMoney”), and you (“You”). By electronically accepting this Agreement, You agree to and accept each of the terms, conditions and provisions of this Agreement (the “Terms”), and hereby consent to eMoney commencing its data entry services on your behalf.
For Your security, Data Entry Specialists are not authorized to convert Connections, Client Website, or Client Private Documents.
“Fees” means the fees payable for the data entry services as set forth below.
You will receive Your first two Data Entry cases free of charge. All future cases are charged in fifteen (15) minute increments according to the following schedule:
Payment of all Fees due and owing shall be made within 15 days of the applicable invoice.
Acceptance of Terms
By clicking “Accept and Submit”, You represent and warrant that You are duly authorized to execute and deliver this Agreement. Furthermore, You represent and warrant that the electronic execution and delivery of this Agreement is a valid and legal binding obligation and enforceable in accordance with its terms.