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eMoney FAQs

On the home screen of your website, there is a box labeled “Accounts”. To add a new account, click the word “Add” to the right of the green addition sign. You will then need to enter the institution or website address of the financial institution in the search bar. If there are multiple results, click the link that is applicable to your account.
The caution symbol means that there is a broken connection. A broken connection can occur when eMoney and your financial institution are no longer communicating to update values. There are a few common reasons why a connection may break.
  • First, you may need to confirm your email or username and password with the particular financial institution that contains the broken link. This can be done by clicking on the account with the error and following the directions given by that institution in the yellow bar above the account with the broken connection. This will usually require you to re-enter your credentials (username/ID and password).
  • A second reason causing broken connections may be attributed to new pop-ups with the financial institution causing the connection break. To fix a broken connection due to new pop-ups, you will need to log in to the institution’s website directly and dismiss the pop-up blocking the connection.
There will be a yellow caution sign by the account that has a broken connection that you can click on. This will give you more direction on what steps need to be followed to re-establish your link.
Balances may not update if a connection is broken, as described previously. Additionally, accounts only update once per day regardless of the number of times during the day you log in.
Due to the quickly evolving technology landscape not all financial institutions have been connected with eMoney at this time. We can submit a request for these financial institutions to connect with eMoney; however, there is not a definitive timeline on when the connection may be established. This could take days, weeks, or months depending on the technological capabilities of the institution.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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