Fact Finder Client Name Spouse Name Advisor Name Date Projections are based on assumptions provided by the advisor/representative, and are not guaranteed. Actual results will vary, perhaps to a significant.
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How to fill out the Emoney Fact Finder online
The Emoney Fact Finder is a critical document for gathering personal and financial information from clients. This guide provides step-by-step instructions to help users complete the form online accurately and efficiently.
Follow the steps to successfully complete the Emoney Fact Finder.
- Press the ‘Get Form’ button to access the Emoney Fact Finder and open it for editing.
- Begin by entering the client's full name in the designated field, followed by their date of birth and marital status. Ensure all relevant options are selected accurately regarding previous marriages, gender, and citizenship.
- Provide the spouse's information in the same manner, including their name, date of birth, and citizenship status.
- Fill in the contact information, including the home address, phone numbers, and email addresses for both the client and spouse.
- Complete the employment section for both the client and spouse, detailing employer names, addresses, job titles, and years of employment.
- List details regarding children and grandchildren, including their names, birthdates, gender, and any special needs. Indicate if they are from a previous marriage and their citizenship status.
- Move on to the real estate section, entering information for each property owned, including addresses, values, purchase years, and mortgage details if applicable.
- In the investments section, provide comprehensive details regarding assets, including holdings, types, values, and growth rates.
- Complete the business interests section by detailing critical information about any businesses owned, including names, values, and ownership structures.
- Fill out the insurance section for life, long-term care, and disability insurance, providing specific details such as policy types, coverage amounts, and premium information.
- Next, document income sources such as salary, bonuses, and social security details in the income section, indicating amounts and indexing strategies.
- Proceed to outline expenses, including living expenses in various life stages, and any liabilities that may be included.
- Finally, complete the objectives section by indicating retirement, investment, estate, business, and client-defined goals and their importance levels.
- After all fields are filled out, save your changes. You can then download, print, or share the completed Emoney Fact Finder form.
Take the next step in your financial planning by completing the Emoney Fact Finder online today.
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What company owns eMoney?
eMoney Advisor was acquired by Fidelity on Feb 2, 2015 .
Which companies use eMoney?
What other financial software providers does eMoney integrate with? eMoney works with a number of the industry's most prominent software providers to deliver powerful integration options for financial advisors, including: Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more.
How secure is eMoney?
Data is encrypted at rest and in transit, as well as encryption of all end-point devices using the AES 256-bit standard encryption. We conduct security due diligence on all third parties. Third parties that have access to sensitive information are considered high-risk and are assessed annually.
Does Fidelity still own eMoney?
Financial advisers using eMoney Advisor were startled Monday to learn that the firm they relied on for software to create financial plans for clients would now be mostly owned by Fidelity Investments.
Is there an eMoney app?
The eMoney Incentive app is a native app that allows Android and iOS users to better oversee their retirement funds, budgeting, emergency savings and even insurance coverage right from their phone.
Does Fidelity own Envestnet?
Envestnet is an independent company and unaffiliated with Fidelity Investments.
What is a financial fact finder?
Financial planning fact finder. Our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you reach your goals. The process begins with understanding what you want to achieve.
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