© 2021 eMoney Advisor, LLC. | Software Version: 10.3.647.39797 |
In conjunction with the services provided by eMoney, CRA Financial, L.L.C. (“CRA”) may also provide access to account aggregation services, 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 CRA, shall be exclusively responsible for the investment performance of the Excluded Assets. In addition, eMoney will also provide access to other types of information, including financial planning concepts, which should not, in any manner whatsoever, be construed as services, advice or recommendations provided by CRA. CRA does not provide investment management, monitoring or implementation services for the Excluded Assets. The client can engage CRA to provide investment management services for the Excluded Assets pursuant to the terms and conditions of the Investment Advisory Agreement between CRA and the client.