The information in the visuals above is for illustrative purposes only and does
not represent an actual user's account, balance, or return.
Sync Client Accounts Seamlessly Into eMoney
Keep every client plan accurate, complete, and
always up to date.
Sync Client Accounts Seamlessly Into eMoney
Sync Client Accounts Seamlessly Into eMoney
Keep every client plan accurate, complete, and
always up to date.
Keep every client plan accurate, complete, and
always up to date.
The information in the visuals above is for illustrative purposes only and does not represent
an actual user's account, balance, or return.
What the Zoe + eMoney integration means for you
What the Zoe + eMoney integration means
for you
Better Visibility
See a real-time view of client transactions
and portfolio movements.
See a real-time view of client transactions and portfolio movements.
Clients view up-to-date balances and their complete wealth picture.
Clients view up-to-date balances and their complete wealth
picture.
Seamless Account Connectivity
Advisors integrate accounts in just a few minutes.
Clients see their full wealth picture reflected in eMoney right away.
Clients see their full wealth picture reflected in eMoney
right away.
Better Visibility
See a real-time view of client transactions
and portfolio movements.
Clients view up-to-date balances and
their complete wealth picture.
Seamless Account Connectivity
Advisors integrate accounts in just a
few minutes.
Clients see their full wealth picture reflected in eMoney right away.
3-Step Process
3-Step Process
Step 1
In the eMoney Dashboard, navigate to
Connections → Add Connection → Advisor Managed, then search for Zoe Wealth Platform - Direct Feed.
In the eMoney Dashboard, navigate to
Connections → Add Connection → Advisor Managed, then search for Zoe Wealth Platform - Direct Feed.
Step 2
In the Representative Code field, enter your
Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
In the Representative Code field, enter your Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
In the Representative Code field, enter your
Zoe Repcode.
(Request it from advisorsupport@zoefin.com).
Step 3
Click “Connect".
Once the connection status shows “Up to Date,” balances will appear. If the status shows “Pending Data,” double-check your Repcode and allow 24–48 hours for the data to populate.
Once the connection status shows “Up to Date,” balances will appear. If the status shows “Pending Data,” double-check your Repcode and allow 24–48 hours for the data to populate.
FAQ
FAQ
How long does integration take?
How long does integration take?
How does Zoe and eMoney secure client data?
How does Zoe and eMoney secure client data?
Where do I get my Representative ID to link the accounts?
Where do I get my Representative ID to link the accounts?
How long does integration take?
How long does integration take?
How does Zoe and eMoney secure client data?
How does Zoe and eMoney secure client data?
Where do I get my Representative ID to link the accounts?
Where do I get my Representative ID to link the accounts?
FAQ
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by eMoney. Zoe Financial does not guarantee the timing, success rate, or client retention outcomes from eMoney integration. Actual integration experiences may vary. eMoney and eMoney Advisor are registered trademarks of eMoney Advisor, LLC.
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.
The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.
Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by third-parties referenced, including Salesforce and eMoney.
Fiduciary Advisors shown not affiliated or endorsed by Zoe Financial
Strategies and techniques discussed—including fractional trading, direct investing, asset allocation, rebalancing, tax-loss harvesting, and direct indexing—may not be suitable for all investors, may have limitations, and can trigger fees, expenses, and tax consequences.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved