eMoney Certification Questions with
Accurate Answers
Personal Alerts correct answer specific to you
Client Alerts correct answer specifically for client
blue/gray bell correct answer disabled alert
gold bell correct answer enabled alert
Settings correct answer where an advisor can make changes to things as varied as their password and
RSA Settings, Fact Defaults for newly created clients or their currently enabled Integrations.
Settings: General correct answer customize system and home page
Settings: Security correct answer change password, change security questions
Settings: Fact Defaults correct answer expedite data entry process, growth rates, retirement age, year
end savings, etc.
The primary items that appear on the Financial Feed are... correct answer Alerts & Tasks
who can be shared a client profile in eMoney? correct answer emoney user, any alliance partner
Where do tasks appear on the client website? correct answer The box with the check mark inside of it
next to Reports
whose email address would be best to add to the delivery options for an advisor's alerts? correct answer
advisor, planner in office
,When an advisor delegates client management to another team member via their Sharing Rules -->
Share All Clients, this individual have additional capabilities to do which of the following in eMoney?
correct answer edit client facts, setup client websites, add new clients
which of the following is an available Client Site Default that is found within an advisor's Settings?
correct answer onboarding, doc suggestions, client tasks,
Choose the best response(s) about Alerts using the options below: correct answer client specific, non
client specific
which of the following is NOT an available Fact Default that is found within an advisor's Settings? correct
answer financial priorities
Where would you upload a company's logo in the eMoney application? correct answer branding
Vault correct answer cloud storage center, unlimited and free with a subscription to eMoney Advisor.
Vault Pros correct answer drum up new business as the clients start to brag about the advisors offering,
When the client uploads documents, they're more likely to come back and use the site, access to the
client website can be shared to the whole family
Client Specific Folders correct answer Clients can upload to "my private docs" and "shared docs"
Vault documents correct answer wills, deeds, trusts, agreements, tax returns, marriage license, titles,
warranties, loans, mortgages, investment accounts, certificates, w-2, identification, employment
benefits
The Knowledge Base correct answer help menu - provides help content;
Security Features correct answer password protection, encryption, security testing, 2FA, non
transactional (money can't be moved/withdrawn)
, Choose the best response about the Vault using the options below: correct answer Vault access is not
optional, advisors do not pay an additional fee to use the Vault
How does an advisor know if a document in the Vault is shared with a client? correct answer green
check mark appears by file name
which types of resources are available in the Knowledge Base? correct answer all of the above: trad user
guides, interactive user guides, client facing user guides, videos, how-to
According to the "Safe and Secure" security slick, how long is a user locked out after entering incorrect
login credentials three consecutive times? correct answer 10 min
how can a user add external documents into the Vault/Vault folders? correct answer Users can drag and
drop files from their desktop into the Vault & Users can use the "Upload" button
How can a user sign up for Live Training webinars? correct answer through Knowledge Base
eMoney employs advanced security features to keep data private and secure by: correct answer all:
unique user and password, highest level of encryption, 2FA, third party security
What are the steps to share a presentation that was sent to the vault? correct answer Vault -> Select
Actions -> Share with Clients
which is NOT a current How-To in the Knowledge Base? correct answer Add a Rolling GRAT
What is the maximum amount of storage capacity in the vault for an individual user? correct answer
unlimited
Client Site correct answer Click Globe icon - the client site offers Account aggregation. This is the process
of linking to all the online institutions that hosts the clients assets and bringing the information back to
eMoney. - values update daily
Accurate Answers
Personal Alerts correct answer specific to you
Client Alerts correct answer specifically for client
blue/gray bell correct answer disabled alert
gold bell correct answer enabled alert
Settings correct answer where an advisor can make changes to things as varied as their password and
RSA Settings, Fact Defaults for newly created clients or their currently enabled Integrations.
Settings: General correct answer customize system and home page
Settings: Security correct answer change password, change security questions
Settings: Fact Defaults correct answer expedite data entry process, growth rates, retirement age, year
end savings, etc.
The primary items that appear on the Financial Feed are... correct answer Alerts & Tasks
who can be shared a client profile in eMoney? correct answer emoney user, any alliance partner
Where do tasks appear on the client website? correct answer The box with the check mark inside of it
next to Reports
whose email address would be best to add to the delivery options for an advisor's alerts? correct answer
advisor, planner in office
,When an advisor delegates client management to another team member via their Sharing Rules -->
Share All Clients, this individual have additional capabilities to do which of the following in eMoney?
correct answer edit client facts, setup client websites, add new clients
which of the following is an available Client Site Default that is found within an advisor's Settings?
correct answer onboarding, doc suggestions, client tasks,
Choose the best response(s) about Alerts using the options below: correct answer client specific, non
client specific
which of the following is NOT an available Fact Default that is found within an advisor's Settings? correct
answer financial priorities
Where would you upload a company's logo in the eMoney application? correct answer branding
Vault correct answer cloud storage center, unlimited and free with a subscription to eMoney Advisor.
Vault Pros correct answer drum up new business as the clients start to brag about the advisors offering,
When the client uploads documents, they're more likely to come back and use the site, access to the
client website can be shared to the whole family
Client Specific Folders correct answer Clients can upload to "my private docs" and "shared docs"
Vault documents correct answer wills, deeds, trusts, agreements, tax returns, marriage license, titles,
warranties, loans, mortgages, investment accounts, certificates, w-2, identification, employment
benefits
The Knowledge Base correct answer help menu - provides help content;
Security Features correct answer password protection, encryption, security testing, 2FA, non
transactional (money can't be moved/withdrawn)
, Choose the best response about the Vault using the options below: correct answer Vault access is not
optional, advisors do not pay an additional fee to use the Vault
How does an advisor know if a document in the Vault is shared with a client? correct answer green
check mark appears by file name
which types of resources are available in the Knowledge Base? correct answer all of the above: trad user
guides, interactive user guides, client facing user guides, videos, how-to
According to the "Safe and Secure" security slick, how long is a user locked out after entering incorrect
login credentials three consecutive times? correct answer 10 min
how can a user add external documents into the Vault/Vault folders? correct answer Users can drag and
drop files from their desktop into the Vault & Users can use the "Upload" button
How can a user sign up for Live Training webinars? correct answer through Knowledge Base
eMoney employs advanced security features to keep data private and secure by: correct answer all:
unique user and password, highest level of encryption, 2FA, third party security
What are the steps to share a presentation that was sent to the vault? correct answer Vault -> Select
Actions -> Share with Clients
which is NOT a current How-To in the Knowledge Base? correct answer Add a Rolling GRAT
What is the maximum amount of storage capacity in the vault for an individual user? correct answer
unlimited
Client Site correct answer Click Globe icon - the client site offers Account aggregation. This is the process
of linking to all the online institutions that hosts the clients assets and bringing the information back to
eMoney. - values update daily
