The eMoney Experience Is Becoming WealthVision
Beginning November 13, 2026, eMoney will become WealthVision. While the name has changed, the interactive financial planning software you know remains the same. WealthVision is simply LPL's white-labeled version of eMoney and continues to provide the planning, goal tracking, and account aggregation tools you use today.
Important: eMoney access will no longer be available after November 12.
- If you currently access eMoney using a saved or bookmarked URL, that link will not be valid after November 12, (wealth.emaplan.com)
- If you access eMoney through the Motivus website, the eMoney option will not be available after November 12, please access via Account View.
- Going forward, you’ll access your financial planning information through Wealth Vision on the LPL Account View platform.
LPL’s Account View will provide a single sign-on experience for accessing your financial planning information to include Wealth Vision.
What About My Information?
Your existing financial planning data will be transmitted to Wealth Vision. Please be aware that it may take some time for all data points to transfer and appear. We appreciate your patience as the shift is completed.
Our goal is to make this update as seamless as possible while continuing to give you access to the information that helps you understand your financial picture and make informed decisions.
What Do I Need to Do?
You do not need to make any changes to your financial accounts or investments as a result of this transition. This is simply a change to the platform you use to view and interact with your financial planning information. We’ll continue to provide additional instructions on accessing Wealth Vision and getting started.