Client Account Login


These are online platforms that we provide for our Private Wealth Management Clients.
Please click the links below to log in and view your accounts.

Monument Client Portal

This is your main hub for interactive reports on your account data and performance (data is as of last market close).

Please see our FAQ page or email our Team with any questions.

Log In

Financial Planning Website

Your eMoney site displays your financial planning and budgeting information on all of your aggregated accounts (data updated throughout day, but not real time).

Log In

TD Ameritrade's AdvisorClient

Log into this Custodian site to view your TD account values in real time.

Log In
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The Big Picture

Wondering how the Monument Client Portal fits in with the other technology you use at Monument, and how it benefits you?  Check out this infographic.

See Graphic