As part of Ancora’s Estate and Wealth Planning team, we are big proponents of the My Ancora client portal because it helps alleviate financial stress for our clients and it gives our team more information so we can better serve our clients. Here are some details about My Ancora that you may not be aware of.
First, what is My Ancora?
My Ancora is a client portal powered by eMoney Advisor. It creates a one-stop financial hub for all of your Ancora-managed accounts, outside investment accounts, document storage and connectivity to your financial plan. Your account is protected with two-factor authentication and can be conveniently found in the upper right of every page of the Ancora website.
Can I grant access to my account to anyone else?
Yes, the My Ancora portal is a great central location to share access with your spouse or other trusted beneficiary, accountant, estate attorney, etc. Adding another user to your account allows them to view your financial information and access any important documents you have saved.
Why should I use the My Ancora document vault?
The vault is a central and accessible online location to store electronic files. Documents can be shared with your wealth advisor or saved in a private folder. Clients find the vault to be a useful place to store tax returns, estate plan documents, proof of insurance and more. It is also where Ancora’s quarterly reports are posted.
Can I view my financial plan from the portal?
Once you have gone through the planning process with a member of our Estate and Wealth Planning team, your plan will be loaded into My Ancora for you to view at any time. Adding any outside accounts into the portal ensures that your wealth advisor and planner have real-time data to make informed decisions and recommendations about your financial situation.
Please reach out to a member of your Ancora team if you have any questions or would like to learn more about the My Ancora client portal.