As you know, there are upcoming changes to eMoney underway. Below you will find resources to fully understand what these changes are, why they are happening, how they benefit you, and what role you will play in these changes.
Below are the instructions to follow to re-establish the connection when this transition occurs:
1. Sign in to your Client Portal.
2. Click on Accounts.
3. Locate your institution’s accounts, then click the red warning message above.
4. You will then be guided through the process of transitioning the connection to an API.
Please note that after the transition, you will have 90 days to re-establish this connection in order to preserve your historical account data.
Call us at 985-605-5066 with questions or concerns.