Which of the following are types of available Connections in eMoney?

• A. Broker and Custodian
• B. User and Admin
• C. Personal and Corporate
• D. Advisor and Client

Answer: (D)

Connections in eMoney define the collaboration relationship between two parties who work together on a client’s financial plan. The pairing that enables this shared access and workflow is Advisor and Client, since it reflects the professional guiding the client’s plan and the client whose information is being managed. Other pairings refer to external entities or internal roles rather than the collaborative relationship: Broker and Custodian are financial institutions, not the client-advisor relationship; User and Admin describe roles within an account; Personal and Corporate describe client types or contexts, not the connection between people. Therefore, Advisor and Client is the correct type of available Connection.