Advisor-Managed Connections: Direct Feed Approval Process

Today, we average around 550 support tickets a month on advisor connection approvals. To help reduce the number of support tickets and streamline the approval process for direct feed connections, we’re introducing a new process that provides clients with immediate access to their data (once approved by the financial institution).

Beginning on Tuesday, November 9, advisors will no longer need to open a ticket to get a direct feed connection approved. The steps to add a new direct feed connection will remain the same except for one part: Once they’ve added the connection, it will be automatically approved and they can begin adding accounts.

• If we cannot match the data based on the REPID provided, the connection will go into Pending Data status.
  • If it goes to pending data, the advisor should check to ensure their REPID is correct and that their book of business has been released to eMoney.
  • Clients should wait 24-48 hours in the Pending Data status before reporting a problem to support.

Client Communications

Clients will be made aware of this change in the November Product Update. Should you get a question as to why this is changing, we’ve provided a talking point below.

Talking Point

Why is this process changing?
Previously, this was a manual process for the eMoney support team and now we’re able to verify your unique identifiers automatically – which means that the connection will be established almost immediately. 

If you have any questions, please reach out to Rose Adlam or Eoin Kavanagh.