Security Information

Last Revised 4/27/2021


Security is one of the pillars upon which eMoney Advisor was built, and we are proud of the system we have implemented to protect the security and integrity of your data throughout every component of the eMoney Advisor service.

Your data is secured through a combination of technology, system design and architecture and strict policies and procedures. The below material explains some of the measures used to protect your data.

Firewalls – All eMoney Advisor equipment and applications are secured behind firewalls. Firewalls are security devices that create a barrier between the wide-open Internet and the equipment and applications used by eMoney Advisor. Firewalls limit ways that can inflict harm on data, equipment or applications. All traffic detected to and from eMoney’s system must pass through these firewalls, including access from the eMoney Advisor intranet. The firewalls are also used to separate databases containing your data from eMoney's web and application servers.

Intrusion Detection - The entire production network is monitored and policed for intrusion attempts 24 hours a day, 7 days a week. Any detected intrusion attempts are analyzed to determine the identity of the intruders and the extent of the intrusion.

Password Protection and Data Security - Every user's password and account data are stored and transmitted in an encrypted format at all times across multiple, distributed database systems, all securely housed at a state of the art third party hosting service that provides enhanced physical security, fire protection and electronic shielding. No one but the user has access to such user’s password.

Audits and Inspections - The eMoney Advisor security infrastructure is regularly audited and inspected to ensure the security tools utilized are up to date.

For additional information concerning eMoney Advisor and Client Security, click here.
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The information provided in this report has been supplied by third parties, and although the data is believed to be reliable, no representation is made as to the accuracy, timeliness or completeness of the information contained herein.  This site and any reports combine investment account data solely for the sake of convenience and may not reflect the total composition or provide accurate pricing of your investment holdings.   This report is not intended to replace a clearing firm or other custodian’s periodic account statements and transaction confirmations.  Clearing firm and custodian statements should serve as the primary and most accurate data source should a discrepancy in reported information occur. Any documents you upload to the vault will only be viewable to your advisor upon your request. By linking outside financial accounts to the eMoney Advisors client portal, you are expressly giving permission for your advisor to be able to view the balances and/or holdings of these accounts and include these assets in reporting. Financial planning projections are based upon certain assumptions particular to expected inflation rates and your specific financial situation. Questions about specifics assumptions used to develop your financial planning reports should be directed to your advisor. If your investment objectives, risk tolerance or overall financial situation have been changed, please notify your financial advisor immediately.  Past performance is no assurance of future results.  Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. When investment advisory services are offered, they are offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Clearing services provided to clients of Mutual Securities, Inc. are offered by National Financial Services, LLC, a Fidelity Investment company, Member FINRA/SIPC.  Other custodians providing services to clients of Mutual Securities, Inc. may include mutual funds, insurance companies and trust companies.  SIPC coverage may not apply to all asset held away from Mutual Securities, Inc. or other SIPC member firms. Mutual Securities, Inc. and Mutual Advisors are affiliated companies.