Client Instruction Guide: Mobile Site Overview

Client Instruction Guide: Mobile Site Overview
27192 Newport Rd., Suite 4 – Menifee, CA 92584
(951) 679-2065 Office (951) 679-2660 Fax
Client Instruction Guide: Mobile Site Overview
For additional client videos and instruction guides, visit our website:
Royal American eMoney for Clients: http://www.myinvestmentcoach.com/eMoney.html
Page 1 - 9:
Page 10 - 12:
Page 13 - 14:
Page 15 - 16:
Page 17 - 18:
Page 19 - 20:
Page 21 - 22:
Royal American eMoney Mobile Site Overview
How to upload to the eMoney Vault from a mobile device
Adding a connection from a mobile device
Creating a bookmark icon on an Apple device
Creating a bookmark icon on a Samsung Android device
Creating a bookmark icon on a HTC Android device
Creating a bookmark icon on a Nexus Android device
This instruction guide will demonstrate the functionality of the Mobile Client Site. The Mobile Client Site is a
consolidated view of the financial information in your personal financial website. This guide will give a brief
overview of the the following features: Contacts, Accounts, Cash Flow, Budgeting, Transactions,
Investments and the Vault.
Step 1: Please watch this short eMoney Mobile Introduction
 Get answers when and where you need them.
 For the busy person on the go.
Video link (click here): http://www.viddler.com/v/74fa8344
You will also find how to create bookmark icons on your mobile device. Reference the page numbers
above for your particular device. You must do this step first, before you log in. See next page for an
easy method to obtain the link.
Ver: 052715
Page 1 of 22
Easy method to set up a bookmark icon on your mobile device:
Log on to your personal eMoney website using your computer. Locate the bottom right tile and scroll until you
see the Mobile tile. Then click on the LEARN MORE link.
Ver: 052715
Page 2 of 22
When you click the LEARN MORE link, the following screen will pop up.
1. Email yourself a link. This will be the link specific to Royal American Financial Advisors, LLC.
Custom URL if you prefer to type it into your smartphone browser:
https://wealth.emaplan.com/ema/ria/royalamericanfinadv
2. Open the email on your smartphone and follow the
instructions.
3. Follow the instructions for your particular smartphone to create
a bookmark icon on your homescreen.
Page 15 - 16:
Page 17 - 18:
Page 19 - 20:
Page 21 - 22:
Ver: 052715
Creating a bookmark icon on an Apple device
Creating a bookmark icon on a Samsung Android
Creating a bookmark icon on a HTC Android device
Creating a bookmark icon on a Nexus Android device
Page 3 of 22
This instruction guide will demonstrate the functionalityof theMobile Client Site. The Mobile Client Site is a
consolidated view of the financial information on your personal financial website. This guide will give a brief
overview the following features: Contacts, Accounts, Cash Flow, Budgeting, Transactions, Investments and
the Vault.
1. From your smart phone, tap the mobile bookmark icon you created, and log in.
Please note:
If you do not have the mobile bookmark icon saved in your phone, please do so
now. Follow the instructions in this guide for your particular smartphone.
device.
Ver: 052715
Page 4 of 22
2. Tap Accounts to view your latest account data.
Ver: 052715
Page 5 of 22
3. Tap Spending to view recent spending data by category. This data is imported
from connected accounts.
Ver: 052715
Page 6 of 22
4. Tap the Budgets tab to see a snapshot of your budget.
Ver: 052715
Page 7 of 22
5. Tap Transactions to view your recent transaction details from your connected accounts.
Ver: 052715
Page 8 of 22
6. Tap Investments to view up-to-date market information for any connected investment.
7. Tap an account name to see a holdings break down of that account.
Ver: 052715
Page 9 of 22
8. Tap Vault to view personal documents in electronic format.
a. Tap Shared Documents to upload documents and allow your advisor to view
the contents.
b. Tap My Documents to upload documents into a private folder where only you
can viewthe contents.
On the next page of this instruction guide, we will demonstrate how to upload pictures and documents
to the vault from a mobile device.
Ver: 052715
Page 10 of 22
In this section of the instruction guide, we will demonstrate how to upload pictures and documents to
the vault from a mobile device.
Requirements:
This functionality is currently limited to iOS devices running iOS 6 and 7 or
newer.
Functionality on Androids may vary – it may or may not work depending
on the version. Uploading to the Vault is not officially supported on
Android.
If your device is an Android, you may try it on your device. If it does not
function, please upload to the vault from your computer, or contact us to
find out how we can scan your documents and upload them for you.
1. After signing into the mobile site, select Vault.
Ver: 052715
Page 11 of 22
2. To add a new file or folder, click on the Shared Documents folder and then on the + sign.
3. When adding a new folder, selecting Done will create the new folder. Cancel will return to the
previous screen.
4. When Add File is selected, you will be given the option to take a photo or upload one from the
photo library straight into the vault. Rename the file if needed.
5. To Delete a file, select the document and the delete button will be available at the bottom.
Ver: 052715
Page 12 of 22
While you can add account connections from your mobile device, we recommend adding
connections from your computer.
For instructions on adding account connections from your computer, reference the following
Client Instruction Guide:
Client Instruction Guide: Connecting Your Accounts
For additional client videos and instruction guides, visit our website:
Royal American eMoney for Clients: http://www.myinvestmentcoach.com/eMoney.html
Adding Account Connections from a Mobile Device
In this section of the instruction guide, we will demonstrate how to add a connection from a mobile
device.
1. After signing into the mobile site, select Accounts.
Ver: 052715
Page 13 of 22
2. Click on the + sign.
3. Search for the institution.
Please note:
The results will be displayed
by the top 10 popular
institutions first, followed by
all other results listed
alphabetically.
4. Tap the institution name from the list and enter user name and password credentials.
Click Connect.
Please note:
Selecting Delete will cancel
the action and bring the client
back to the accounts list.
Ver: 052715
Page 14 of 22
Creating a bookmark icon on an Apple device
This section of the instruction guide, will demonstrate how to add a custom logon page to an iPhone or
iPad.
Custom URL: https://wealth.emaplan.com/ema/ria/royalamericanfinadv
See page 2 to learn how to email yourself this link to your smartphone.
Step 1: Open Safari
Step 2: Enter custom URL
Step 3: Click icon at bottom
Ver: 052715
Page 15 of 22
Step 4: Choose Add to Home Screen
Step 5: Customize App Name and rename to eMoney. Click ADD
Step 6: Access eMoney Here
Ver: 052715
Page 16 of 22
Creating a bookmark icon on a Samsung Android device
In this user guide, we will demonstrate how to create a bookmark in a Samsung Android Device.
1) Open a browser on the Samsung Android Device.
2) Type in the custom URL address. Click Go.
Please Note:
Custom URL:
https://wealth.emaplan.com/ema/ria/royalamericanfinadv
See page 2 to learn how to email yourself this
link to your smartphone.
3) Choose Bookmarks. Click the “+” (plus) sign. Rename the bookmark eMoney, then click SAVE.
A newer Android device may also have an “Add to home screen” option from the top right corner
menu dropdown. If it does, then you can skip the following.
Ver: 052715
Page 17 of 22
4) A bookmarked icon of this page will now appear under the “My Device” category. Press and hold this
icon until a menu appears.
5) Select “Add shortcut to home screen.”
Ver: 052715
6) The icon logo should now appear on the homescreen.
Page 18 of 22
Creating a bookmark icon on a HTC Android device
In this user guide, we will demonstrate how to create a bookmark on an HTC Android Device.
1) Open a browser on your HTC Android Device.
2) Type in the custom URL address.
Please Note:
Custom URL:
https://wealth.emaplan.com/ema/ria/royalamericanfinadv
See page 2 to learn how to email yourself this
link to your smartphone.
3) While viewing the webpage, press
Bookmark.
Ver: 052715
at the bottom of the screen, and then tap Add to >
Page 19 of 22
4) Rename the bookmark eMoney, and then tap Done.
5) Press
at the bottom of the screen again, and then tap Add to > Home Screen.
6) The icon should now appear on the Home Screen.
Ver: 052715
Page 20 of 22
Creating a bookmark icon on a Nexus Android device
In this user guide, we will demonstrate how to create a bookmark on a Nexus Android Device
1.) Open a browser on the Nexus Android device.
2.) Type in the custom URL address.
Please Note:
Custom URL:
https://wealth.emaplan.com/ema/ria/royalamericanfinadv
See page 2 to learn how to email yourself this
link to your smartphone.
3.) Go to tab at top and from dropdown menu, choose Bookmarks.
Ver: 052715
Page 21 of 22
4. The site will be listed under
Mobile bookmarks.
Rename the bookmark eMoney.
5. Go to the dropdown and
choose Add to homescreen.
6. Icon should now appear on homescreen.
For additional client videos and instruction guides, visit our website:
Royal American eMoney for Clients: http://www.myinvestmentcoach.com/eMoney.html
Ver: 052715
Page 22 of 22
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertising