Account Aggregator and eMoney
Clarity you need to help bring your plan to life
What do you really want to accomplish with your money? Do you have enough, not enough, or more than enough to accomplish what is important to you? Your financial advisor can help you answer those questions through the LifeSync® experience. LifeSync provides an approach in an effort to align your financial objectives to your personal aspirations to help create your personal path to the life you want to live.
LifeSync leverages many tools and capabilities to help you maximize the impact your money will have on your goals and aspirations. Our Account Aggregator tool allows you to organize your money and provide you a better understanding of where you are right now in your financial life. You can then align your money with what you want to accomplish with the help of the eMoney Advisor® tool. Account Aggregator plus eMoney can create a foundation for a successful path to help you reach your goals.
Account Aggregator — Get organized and view your financial picture
If your assets are spread across a number of places, it can be challenging to get a clear view of your finances. The LifeSync experience can help with the Account Aggregator tool. Account Aggregator helps make it easier for you to get a complete picture of your net worth across all of your financial institutions, including Wells Fargo & Company accounts.
Once you take the first step of gathering your full financial picture, then you can begin to determine what goals you want to accomplish with your money. From there, your advisor can help make your money-to-goals alignment a reality with eMoney.
From checking and retirement accounts, to credit cards, investment accounts, and mortgages, seeing more can help you be in control, up to date, and better equipped to work toward achieving your goals. Source: Wells Fargo Advisors. For illustrative purposes only and does not reflect actual investments. For online access, you can enroll at wfa.com/signup.
eMoney Advisor® — Connecting your money to what is important in your life
What is important to you? Retirement? Your children’s education? Travel? A key element of LifeSync is the eMoney Advisor, an industry leading planning tool. eMoney helps you see and think about your money in more deliberate ways. It can help you set and track progress towards the goals and objectives that you really want to accomplish over time.
Investment and Insurance Products: • NOT FDIC Insured • NO Bank Guarantee • MAY Lose Value
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.