Client Portal. Getting Started

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1 1. Once you have received a Registration from Annex Wealth Management, click Register Now. This is a one-time link that will bring you to our emoney software. 2. Create your Username and Password. emoney will supply default credentials, however you can change it if necessary. Make sure to follow the password requirements. 3. Set three security questions that will allow you to access your personal emoney Portal. Every device you log in to, the software will ask you one of your questions to verify it is the correct user. This is an extra security feature for your safety. 4. Read the terms of service before you Accept. 1.

2 5. Once you click I Accept, you will be brought to the Home page. The Home page is an overview of your Net Worth, Investments, and Spending. At the top of the page you have various tabs that will allow you to organize accounts, track spending, overview your investments, upload documents to the Vault, look at your cash flow report and so much more. 6. The first tab after your Home page is the Organizer tab. Under the Organizer tab you are able to link accounts, add contacts, establish goals and set financial priorities. Adding accounts will allow you to view your asset allocation on investable assets and track spending and income from your bank accounts. 7. How to add accounts: Select the Accounts tab and the screen below will appear. This screen will define why you should add accounts, what types of accounts can be added, or why you might not be able to add an account. 8. To add an account, simply click Add and choose one of the following options listed below. 2.

3 9. If you have login credentials, type in the name of the institution to access that account. Not all institutions have access to emoney s software, so some accounts will need to be set up manually. To see that procedure, see step Choose the type of account. 10. To manually add an account because either the institution does not have online access or you do not have the access to the online features with that institution, you will choose I don t have an online login to this account, under add Accounts tab. 12. Listed below is an example how to manually add an account. From the last screen, we chose Investment, and IRA from the list of Qualified Retirement Accounts. You will list all of your data for this account, such as the name, owner, account holder, beneficiary, and values on this page. It is better to use online logins to link your accounts, because it will update the value on a daily basis automatically. If you manually add the account we will then need to manually update the values daily. 3.

4 13. When complete, click Save. 14. The next tab on the emoney portal is Spending. This allows you to track your spending by category from your linked bank accounts and credit cards. After you link your accounts your expenses will be categorized, which will enable you to monitor inflows and outflows on a monthly, yearly, or any specified time frame. 15. The Investments tab which will allow you to view your asset allocation on linked accounts. You will also be able to track your balance history and day to day changes in value. 16. Following the Investments tab is the emoney Vault tab. The Vault is a secure location where you are able to upload and save documents. The My Documents folder is a private folder where you can save important documents that only you can view. The Shared Documents folders allows you to save documents that you would like to share with Annex Wealth Management. Investment Advisory Services offered through Annex Wealth Management, LLC. Securities offered through H. Beck Inc., member FINRA & SIPC. Annex Wealth Management and H. Beck. Inc. are unaffiliated. 4.

5 17. The final tab on the client website will allow you to access various Reports. To access a specific report select the Reports tab. The default report is Balance Sheet. Here you can view the value of your assets and liabilities as well as your net worth. By clicking the drop down menu of Report Selection you can access other reports, including the cash flow report. 18. The Cash Flow Report is the same one that you will have seen with your Advisor at Annex Wealth Management. 19. Once you have completed the emoney Portal Registration an will be sent to confirm. The will give you the link you need to follow every time you want to access the emoney Portal, or you can access the emoney Portal from the Client Center through Annex s website. Investment Advisory Services offered through Annex Wealth Management, LLC. Securities offered through H. Beck Inc., member FINRA & SIPC. Annex Wealth Management and H. Beck. Inc. are unaffiliated. 5.