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 Portal is your main hub for viewing account data as well as running and viewing interactive reports and performance for all of your aggregated accounts.
The data in this portal is updated once per day, so it will show numbers as of the last market close. Please see our FAQ page or email our Team with any questions.
TD Ameritrade's AdvisorClient
Log into TD Ameritrade Institutional's AdvisorClient.com online system to view your TD account values in real time.Log In
Financial Planning Website
Log into your Private Wealth Planning Website powered by eMoney to view financial planning and budgeting information on all of your aggregated accounts.
This data is updated multiple times throughout the day, but is not in real time.
LPL's Account View
Log into LPL Financial's Account View online system to view your LPL account values in real time.Log In