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.
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 InTD Ameritrade's AdvisorClient
Log into this Custodian site to view your TD account values in real time.
Log In
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.