Client FAQs: Medicare & Financial Account Support
Quick Answers to Common Questions About Your Accounts
At Clarity Financial Solutions, we know managing your Medicare benefits and financial accounts can come with questions. That’s why we’ve compiled this FAQ page to help you find answers quickly. Whether you need help accessing your Medicare.gov account, requesting a new prescription card, or logging into your AssetMark EWealthManager or E-Money portal, you’ll find the guidance you need here. If you have additional questions, don’t hesitate to reach out to our team—we’re happy to assist.
Medicare Questions
How do I access my Medicare.gov account and what information can I see in there?
To log in to your Medicare.gov account, you can navigate to:
Inside your account you can:
- See a summary of your current coverage
- Add your prescriptions and pharmacies
- Access your “Medicare & You” handbook
- View your Medicare Summary Notices (MSNs)
- Review bills processed within the past 36 months
- Sign up to get your yearly “Medicare & You” handbook and claims statements electronically
How do I create a Medicare.gov account if I’m new to Medicare or just creating an account for the first time?
To create an account, you can navigate to https://www.medicare.gov/account/create-account and follow the step-by-step instructions.
Please Note:
- To create a medicare.gov account, you will need to have your Medicare #.
- If you have just signed up for Medicare, you may need to wait a month until you receive your number on your Medicare card.
How can I request a new prescription drug card or supplement card to be sent to me?
You can find a digital copy of your prescription drug card in your Medicare.gov account. To request a physical copy, you can contact your carrier using their customer service number. If you are not sure who your carrier is, please reach out to our office.
I have an SSA.gov account already. How do I sign up for Medicare.gov Part A & B, or Just Part B??
To see how to sign up for Medicare for the very first time, or just part B, please see below for a step-by step tutorial:
Advisory/AssetMark Questions
How do I access my AssetMark EWealthManager portal and what do I have access to in the portal?
If you are not registered for an E-Wealth Manager login yet, please reach out to our team so we can get you set up.
Once you’re registered, you can access your EWealthManager Portal by navigating to:
https://www.ewealthmanager.com/ewmLogin/account/login
You can also use the link on our Client Login Page.
Inside your portal, you can view your account’s performance, activity, holdings, strategies, and any documents that have been sent to you. Please watch our EWealthManager video tutorial if you would like an in-depth training on everything you have access to.
What is E-Money and how do I access my E-Money portal?
E-Money is the platform that Clarity Financial Solutions uses as our client-facing portal. In this portal, you can upload documents to share with your advisor in a secure vault, link your bank accounts and investments, track your spending, and create goals.
You can access your E-Money Portal by navigating to:
https://wealth.emaplan.com/ema/SignIn
You can also use the link on our Client Login Page.
