ADDING ACCOUNTS TO EMX
A way you can link your non-BWM Financial accounts to your financial plan so it’s always up to date and accurate.
EMX APP FOR IPHONE
Bookmarking the EMX site on your iPhone looks and feels like an app.
EMX 2-FACTOR AUTHENTICATION
How you can choose to add additional security to your EMX site.
VAULT CHECKLIST
The EMX “vault” offers unlimited digital document storage for BWM Financial clients. It’s easy to securely share and access files whenever and wherever you need them from one location.
CLIENT SITE PREVIEW
A brief video highlighting the EMX financial planning website. https://youtu.be/pWhr--bM7Mg
VAULT UPLOAD INSTRUCTIONS
How to Upload to the Vault from a Mobile Device.
EMX SELF REGISTRATION
Help establishing a username and password for your EMX financial planning site.
SAFE AND SECURE
How EMX Protects Your Data