---
title: "eMoney Client Portal - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Enjoy a complete and secure view of your financial life with your personalized portal.  KEY FEATURES AND BENEFITS:  •	All-in-One Account View: Easily connect and view all your accounts for a comprehen"
---

# eMoney Client Portal — United States
> eMoney Client Portal

![eMoney Client Portal App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/47/fe/c4/47fec49d-fb73-7379-fa5a-7e8338cb6255/AppIcon-0-0-1x_U007ephone-0-1-85-220.png/400x400bb.png)

**Developer:** [eMoney Advisor](https://apptail.io/developer/emoney-advisor-Qcdc)
**Category:** Finance
**Rating:** 3.5/5 (30 ratings)
**Price:** Free
**Bundle ID:** com.emoneyadvisor.emoneycp
**Store:** Apple App Store
**Country:** United States
**Version:** 1.2.13 (released 2026-10-22)
**Original Release:** 2025-03-24

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6479571927)
**AppTail Page:** [https://apptail.io/app/emoney-client-portal-jSHv/united-states](https://apptail.io/app/emoney-client-portal-jSHv/united-states)

## eMoney Client Portal Description
Enjoy a complete and secure view of your financial life with your personalized portal.

KEY FEATURES AND BENEFITS:

•	All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation.
•	Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights.
•	Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future.
•	Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal.
•	Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal.
•	Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights.


EXPERIENCE THE ADVANTAGES:

•	Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life.
•	Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing.
•	Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.

## eMoney Client Portal Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/88/9b/1e/889b1e46-8976-8472-fc43-05a280836b7d/appStore-1.jpg/1320x2868.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/12/7b/5e/127b5e85-6edf-15d1-a4db-bd9fd5b388aa/appStore-2.jpg/1320x2868.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/07/f6/b7/07f6b7f0-a266-e874-59fa-fe5a0462da0d/appStore-3.jpg/1320x2868.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/f6/d5/cf/f6d5cfd6-c7d4-6086-e7f6-ed10df2a14ee/appStore-4.jpg/1320x2868.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/00/be/2c/00be2ca8-0f38-16d4-c32c-ff46fb1fec09/appStore-5.jpg/1320x2868.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/cd/1a/3a/cd1a3a07-ac70-3124-e04a-b8e2b0a34683/appStore-6.jpg/1320x2868.png)

## eMoney Client Portal Rating Breakdown in United States
- 5 stars: 15 (50%)
- 4 stars: 2 (7%)
- 3 stars: 3 (10%)
- 2 stars: 3 (10%)
- 1 stars: 7 (23%)

## eMoney Client Portal Reviews in United States

### ***-- "Love the app but…"
This is a great app… on my Apple iPhone. On my new MacBook and 13-inch iPad Pro (running latest OS and iOS) using safari browser the site behaves strangely and is literally nearly unusable. I even tried chrome - not working with chrome either. Site is buggy. Recommend the developer tests on those devices with safari browser. Happy to provide additional detail if helpful. Will change to 5 stars if corrected.
-- Caddisbug1994, 2026-08-04

### **--- "No IPad App"
eMoney has a glaring gap in not having a dedicated iPad app.   Additionally I find the “Feedback” functionality seems to be a black hole.
-- Scotcro, 2026-08-03

### *---- "Meh"
Session expired, can’t use Face ID but won’t let me input username/PW. Can’t use the app.
-- tingler3257, 2026-07-18

### **--- "iPad version?"
How in this day and age do we not have an iPad version of the app.
Anyone using it is older and Not on their phone.
-- NC-Sportster, 2026-07-05

### ***-- "Logged out"
After getting out all set up it word briefly. Fast forward a few weeks and now I log in with my face id and it says session expired. Not sure why cause I haven't used it in a while. The only options it gives me is used username and password or no. Neither let me do anything. Uninstalling and going back to the before usages until it's fixed
-- Extdoc, 2026-05-23

### *---- "Doesn’t work on iPad"
This app is USELESS.  When I try to login the keyboard refuses to display so there is absolutely now way to log in. You are pathetic eMoney.
-- dfwjr, 2026-02-27

### *---- "Can’t see anything"
Latest version of IOS just leads to blank screen when logging in.
-- TyBaugh, 2026-02-02

### ****- "Good but needs optimization"
Changing transaction categories gets hidden behind keyboard.

Cannot set transaction rules in app.
-- ChicagoLK, 2025-11-20

[View all eMoney Client Portal reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## eMoney Client Portal Discovered Keywords
- fip client desk
- emoney client portal

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