If you are the primary account holder in your household (ie., your name is first on your statements):
Go to monumentwealthmanagement.com, select “Client Login” from our website menu, then click the “Login” button for the Monument Client Portal.
Click the “Create Login” link at the lower right to create a user ID, then enter your social security number, birthday, and a security question. You will receive a Password Reset email valid for 15 minutes which will contain a link to set your password.
If you are a joint account holder (i.e., you name appears second on your statements), please email us at firstname.lastname@example.org for an activation link, letting us know a good time to send it since the link expires in 15 minutes.