Marc and Sarah Jennings need to add another account, how would you connect this new account in the eMoney Advisors Source Connections?

• A. Accounts -> Add New
• B. Profile -> Security -> Add Account
• C. Connections Dashboard -> Sort by User -> Click on Name of Connection (eMoney Advisor Source) -> Accounts -> Add
• D. Advisors Portal -> Connections -> Add

Answer: (C)

To add a new account through eMoney Advisors Source Connections, you work directly within the Connections Dashboard for the specific advisor source. Locate Marc and Sarah Jennings’ connection, click the Name of that Connection to open its details, then go to Accounts and choose Add. This path ensures the new account is linked to the correct advisor source connection rather than altering general profiles or security settings.

Other routes don’t target the specific Source Connection: they either navigate to unrelated areas (like general Accounts or Security settings) or go to an Advisors Portal path that doesn’t focus on adding accounts to a particular Source Connection.