The eMoney Legal team supports the business by ensuring compliance, advising partners, and building clear policies and processes that protect company while enabling growth.
Please email questions or requests to the applicable email identified below and allow for up to three (3) business days for a response.
Current clients under a firm contract (anything other than eMoney’s standard Terms of Service “TOS”) DO NOT need to sign an NDA in order to receive documentation since confidential information is already protected under the firm contract.
The eMoney business owner should always send the prospective client or vendor the eMoney NDA for review.
The NDA template can be found on the Public Drive: P:\Independent Agreements\NDA > Form — Non-Disclosure Agreement.
Copy and paste this: \\emafil01\Public\Independent Agreements\NDA in your File Explorer to jump to the folder.
Up to three business days.
Please have the prospective client/vendor execute the NDA first and then have an eMoney Director or VP countersign the NDA.
Please send a copy of the signed NDA to Non-disclosures@emoneyadvisor.com.
Please email Non-disclosures@emoneyadvisor.com.
Examples of common questions related to an NDA:
Send all review requests and/or questions related to client contracts, agreements, and/or amendments to contracts@emoneyadvisor.com. Please allow for up to five (5) business days to receive a response from the team.
For a list of contractual definitions that are used internally, please click here.
eMoney requires an executed Data Externalization Agreement “DEA” between eMoney and data recipients who receive bulk eMoney data (API, SFTP, etc) as a client accommodation.
Objectives:
Types of Data Agreements:
New Clients and Vendors That Want to Receive eMoney Data
