Insights allows you to view your complete financial picture by aggregating and organizing all of your financial accounts in one place and accessing them using one secure log in. It is as simple as linking accounts from various institutions to your Insights account.

With Insights, you can track spending, create a budget, store documents in a secured vault, and review your investment holdings and overall allocations.

InsightsClient Access
AccountsAll

Includes:
assets + liabilities, insurance products

Limited

RJ accounts only

Real-time balances

If accounts are linked

If accounts are linked

Secure vault
Bill pay

Via Capital Access account

Market research
Notifications preferences

Configure email alerts for large expenses/deposits, etc.

Configure statement/document delivery preferences

Reports

Net worth statements, asset allocation, holding details, etc.

Realized Gain/Loss

Document retrieval

Obtain RJ statements, tax docs, trade confirmations + prospectuses

Budget + spending tools
Cash management

Review info on direct deposits, checks, ACHs, etc.

Account analysis

View investment summaries, asset allocations + transaction reports

Value over time, asset allocation

Reviewing activity

Transactions related to linked accounts

Pending/posted activity (RJ accounts)

Retirement account details

Review beneficiary designations, contribution info and federal + state tax withholding elections

eMoney Advisor, LLC (eMoney) provides the platform for Insights by SPC Financial®.
eMoney is an independent organization and is not affiliated with RJFS.