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QA Wealth Management Information and Disclosures
The eMoney Wealth Management System (the Service) is made available to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), through our relationship with eMoney Advisor, LLC (eMoney), from whom we license the eMoney EMX Pro software we use for financial planning services.
However, your use of the Service is governed by the eMoney Terms of Service entered into by and between eMoney and you when you first logged in to the Service.
If you use the Service to complete a financial profile, aggregate account information or otherwise provide financial information, please note that we would need to complete additional documentation with you before we could provide any financial planning services.
Please call your QA Wealth Management advisor at 866-767-8007 if you have any questions or issues.
For more information about QA, its investment programs, fees, and the risks associated with the investments which QA’s investment strategies and model portfolios may make, please review QA’s Form ADV disclosure brochure, which is available at www.QAinvest.com, or upon request from QA’s compliance department by telephone at 866-767-8007, by writing to 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343, or by email to compliance@QAinvest.com. Please review the Form ADV disclosure brochure carefully before or at the time you enter into an agreement with QA.