Client Account Login

These are online platforms that we provide for our 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 at 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).


Schwab Alliance

Log into Schwab Alliance to view your account values in real time.


Monument Client Portal FAQ


Tax Preparation FAQ