eM

eMoney Integration

Connect eMoney financial planning to Milemarker

1

Log In to eMoney

Log in to your eMoney account.

2

Access User Management

Go to Settings (gear icon) then User Management.

3

Add New User

Click Add User.

4

Enter Milemarker Details

Enter the following:

First Name:Milemarker
Last Name:Org
Email:client_role@milemarker.co
Username:Milemarker
5

Assign Role

Assign "Read Only" role for Milemarker.

6

Set Permissions

Select appropriate permissions based on the scope of work.

7

Save

Click Save. Milemarker will then receive an email to finish the setup.

Important Reminder

Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.

Need Help?

If you have any questions or need additional guidance, please contact us.

connect@milemarker.co