Last Revised 2/14/2017This Terms of Service (this "Agreement") is made by and between eMoney Advisor, LLC, a Delaware limited liability company ("eMoney"), and the consumer customer ("Consumer") of a financial advisor or financial institution who is authorized to use eMoney's Wealth Management System (the "Advisor"). This Agreement sets forth the general terms and conditions of Consumer's access to and use of eMoney's Wealth Management System (the "Service"). Once Consumer accepts by clicking "I Accept" on the Consumer Site, Consumer agrees to all of the terms and conditions of this Agreement.
In conjunction with the services provided by eMoney, The Mather Group may also provide the client with access to eMoney which can incorporate all of the client’s investment assets, including those investment assets that are not part of the assets that we manage (the “Excluded Assets”). The client and/or his/her/its other advisors that maintain trading authority, and not us, shall be exclusively responsible for the investment performance of the Excluded Assets. The client may engage us to manage the Excluded Assets pursuant to the terms and conditions of the Investment Advisory Agreement between us and the client