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 our new interactive Client Portal where you can run and view various reports and performance for all of your aggregated accounts. *This portal is still being introduced to clients. Want to be an early adopter? Email our Team at email@example.com.Log In
LPL Account View
See an overview of all of your financial accounts held at Monument Wealth Management, their holdings and performance. Gain access to monthly statements and tax forms, and adjust your paperless preferences.Log In
View and manage a consolidation all of your Monument accounts and linked outside financial accounts on one platform for the purpose of financial planning and budgeting.Log In