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.

Important Disclosure:

As a client of Monument Wealth Management, LLC (“Company”), I elect to participate in the password-protected access portion of the Company’s internet website. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing. I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. 


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