SETTING UP SINGLE SIGN-ON ACCESS FOR YOUR ONLINE PORTALS

For clients who’ve been through our financial planning process, you know that you have two client portals.

 

The first is your Evergreen Gavekal client portal, where you can find granular details about your Evergreen investment portfolio, from current values to historical performance data to contributions and withdrawals.

 

The second is your eMoney financial planning portal, where you can find the details of the rest of your financial life. This includes information on investments that you hold outside Evergreen, other assets and liabilities, and details of your cash flow and retirement plans – in addition to high-level data about your Evergreen accounts.

 

(Note: If you haven’t set up your Evergreen financial plan yet, you can contact your Wealth Consultant to move that process forward!)

 

Now, you can set up what’s known as “single sign-on” access (or SSO) for both platforms for ease of use. That means when you’re on your Evergreen Gavekal client portal, you can jump to your eMoney financial planning portal with a single click, and vice versa.

 

You can set up SSO from either your Evergreen Gavekal client portal or your eMoney financial planning portal. Below, you’ll find instructions and screenshots that walk you through each step, based on the portal you decide to start from.

 

As always, don’t hesitate to contact your Wealth Consultant if you need any troubleshooting help!

 

Setup Instructions – Beginning in your Evergreen Gavekal Client Portal:

 

  1. After logging into your Evergreen Gavekal client portal, hover over your name in the right-hand corner of the site’s toolbar. Click on the section of the dropdown menu that says “eMoney.”

 

 

 

  1. You’ll be taken to a screen that prompts you for your eMoney login credentials. Enter these credentials; once you do, this link will take you directly to your eMoney financial planning portal going forward.

 

 

 

 

 

 

 

 

 

 

Setup Instructions – Beginning in your eMoney Financial Planning Portal:

 

  1. After logging into your eMoney financial planning portal, click on the “Envestnet | Tamarac” logo in the middle of the site’s toolbar (highlighted below).

 

 

 

 

 

 

You’ll be taken to a screen that prompts you for your Evergreen Gavekal client portal credentials. Enter these credentials; once you do, this link will take you directly to your Evergreen Gavekal client portal going forward.

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

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