Thank you for taking this step forward with InSight! The purpose of this document is to guide
you through the necessary steps to efficiently and securely obtain the information needed to
move forward in the planning process.

If you have questions or would like to troubleshoot together, we’re here to help! Contact Kate,
our Manager of Client Experience at: kate@investmentwithinsight.com

Onboarding Timeline
1. Initial meeting with InSight:
1. Click to watch what happens next!
2. Data Gathering in eMoney: See Video Guides Below
2. Click to watch what happens next!
3. Schedule Your Review: We’ll need 5 business days to review your information. We’ll then
reach out to schedule your review.
4. Decision Time! If you decide to hire InSight you will complete Step 5.
5. Client Investment Meeting with Kevin and Ongoing Support
InSight utilizes eMoney to help us communicate:
eMoney is your Financial Client Portal
● Register For Your Client Portal / How does eMoney keep my information secure? (2min)
● How to upload documents into the eMoney Vault (1min) – See Document List Below
● Linking Your Accounts on eMoney (2min)
● Using the Organizer Tab on eMoney (4min)
eMoney Vault Document List:
Upload the most recent copies of these documents into the Shared Folder in the Vault
(eMoney).
● Investment/bank account statements (banks, 401ks, IRAs, Roth IRAs, Brokerage,
Pensions
● Loan statements (mortgage, cars, student, boat, etc)
● Federal & State Income tax returns (2023 & 2024)
● Paycheck Stub(s)
● Social Security Statement(s)
● All Insurance Policies (life, disability, health, homeowners, cars, umbrella, business,
etc)
● Wills, Trusts, or other estate planning documents (if you have done any planning)
● Benefit statement(s) from work