Firm set up for admins: eMoney

Last updated: February 14, 2026

Pre-requisites

The steps below will get the eMoney integration up and running for your firm.


Enable eMoney

  1. Log into Luminary

  2. Click the gear icon (Settings) from the top right corner and select the “Integrations” tab

    1. Your Luminary user must have “administrator” permissions to access this. Please reach out to support@withluminary.com if you need to be granted Luminary administrator access.

  3. Toggle on to “Enable eMoney"

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