Broker Check

Zielonka Financial Services LLC

(888) 967-1040

eMoney

With eMoney’s Client Portal, you can have a real-time, on-demand financial experience that strengthens the relationship between you and your Financial Professional. You can stay at the forefront of digital trends while tracking progress towards financial goals, easily aggregating all of your accounts, utilizing unlimited document storage within the Vault and having eDelivery of brokerage statements, documents and tax forms.

Additional Client Portal features such as Budgeting, Asset Allocation, Investment tracking, Reports, Alerts and Privacy settings create a Personal Financial Website. The eMoney Client Portal is designed to give you the tools to organize your financial life and help you stay connected with your finances in one simple consolidated view. 

You are invited to create your eMoney Client Portal by invitation from your Financial Professional. Once you receive an invite, registration is easy. You will validate the Client Portal invitation, set your own password and security questions. You also have the option to add two-factor authentication for additional protection. 

 

Have A Question?







Thank you! Oops!

Recommended Content

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.