Manage Your Finances
As a way to get to know Guided Wealth, you can sign up for our Manage Your Money option. This is free of charge. This service includes access to all of our educational content plus access to our secure emX dashboard.
With the dashboard, you’ll automatically pull all of your accounts — 401(k), checking, savings, credit cards and more — into one consolidated view for a complete picture of your finances, updated in real time.
This will help you get organized for a great future.
Is it safe?
Yes. Over 1 million people use emX to aggregate over $1.826 trillion dollars in assets as of February 2017. The secure emX dashboard is a product of EMoney Advisor. EMoney Advisor is owned by Fidelity Investments, who has a long history of safeguarding money and extremely sensitive financial data for millions of people. Additionally, emX doesn’t attach your name to your financial data or allow any transfers. So even if someone were to steal your emX password, they could only see what you have. They would not be able to access or transfer any money.
Will I get phone calls and spam if I sign up?
No! We hate those too. We will email you occasionally but you are free to opt out at any time. We won’t call you unless you ask us to!