Can I see all my linked accounts in the app?
Yes. The app displays all accounts you’ve linked in the Personal Financial Website, providing a consolidated view of your finances in real time.

Can I track spending and cash flow on my phone?
Yes. The mobile app includes spending and cash‑flow tools that categorize transactions, helping you understand where your money is going and how it aligns with your financial plan.

Can I access reports and documents in the app?
Yes. Important documents, statements, and reports shared by your advisor can be securely viewed and downloaded directly from the app.

Can I receive alerts or notifications?
Yes. The app can provide notifications related to account activity, updates, or reminders, helping you stay informed between meetings with your advisor.

Is the mobile app secure if my phone is lost?
Your financial data is protected by login credentials and device security. 

What is the Personal Financial Website?
The Personal Financial Website is your Portal, a secure online platform that gives you a complete view of your financial life in one place. It allows you to track accounts, view investments, monitor net worth, review financial plans, and securely share information with your financial advisor.

What is the Personal Financial Website mobile app?
The Personal Financial Website mobile app is the companion to the Personal Financial Website Client Portal, available for both iPhone (iOS) and Android devices.  It gives you on‑the‑go access to your financial information, including account balances, transactions, spending, and important documents.

Who builds the Personal Financial Website and mobile app?
The Personal Financial Website and mobile app are from eMoney Advisor, a leading financial planning tool utilized by Knox Financial Services.   Knox Financial Services brands the eMoney client portal as your Personal Financial Website. 

Is the website and app secure?
Yes. eMoney uses bank‑level security measures, including data encryption, secure authentication, and continuous monitoring. You control which accounts are linked and what information is shared.

How do I access the Personal Financial Website?
Complete the form above to request access or call 1-877-566-9468 to have your own Personal Financial Website turned on.  You will receive an email invitation from Knox Financial Services to create your login. Once registered, you can access the portal from any web browser using your username and password.

How do I download the mobile app?
You can download the app from:

Apple App Store (for iPhone)                Click Here
Google Play Store (for Android)            Click Here

You may log in using the same credentials as the Client Portal.

Does the app sync with the Personal Financial Website?
Yes. The app and website sync automatically.  Any updates you see on the app will also appear in the Personal Financial Website Client Portal and vice versa.

What types of accounts can I link?
You can link many types of financial accounts, including:

• Bank accounts
• Investment accounts
• Retirement accounts
• Credit cards
• Loans and mortgages

This helps provide a complete, real‑time picture of your finances.

Can I upload and store documents?
Yes. The Personal Financial Website allows you to securely upload, store, and view important financial documents, including statements, tax files, insurance policies, and planning reports.

Can I communicate securely with my advisor?
Yes.  The Personal Financial Website includes secure messaging and file‑sharing features, allowing you to collaborate safely with your advisor without using email.

Is there a cost to use eMoney?
No, there is no cost for clients of Knox Financial Services.  Access is provided as part of the services offered Knox Financial Services, which pays for the eMoney Advisor services.  A client is one with an active investment advisory or financial planning agreement.   

What if I forget my password or have trouble logging in?
You can reset your password directly from the login screen. If you need additional help, the Knox Financial Services Team will assist you with access or troubleshooting.

Who should I contact for questions?
For questions about your financial information or how to use the portal effectively, contact our Client Service Team at 1-877-566-9468 or service@knoxfin.com