SFM Commentary

• Market Review
• Fraud During Covid Pandemic
• Tips for preventing Cybercrime and Fraud

Client Logins

Explore a Relationship

• Client Brochure
• Prospective Client Questionnaire
• Prospective Client Document Checklist
• Privacy Policy
• Budget Worksheet
• Password Authorization Form

eMoney Instructions

• How to Log In
• Adding Accounts
• Client Portal Overview
• Using the Vault
• Vault Checklist