About
Access your Monument Client Portal securely on mobile. View investment accounts, performance, and download statements. Share documents with your financial team.
What's New in Monument Wealth
5.14.0
September 6, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreFAQ
How do I set up my Monument Wealth Client Portal?
You must contact Monument Wealth Management directly to set up your client portal before you can log into the app. Reach out to them via phone at 703-504-9600 or email at support@monumentwm.com for assistance.
What financial information can I see in the Monument Wealth app?
The app allows you to view your investment accounts, track activity and performance, and access interactive reports on gains, losses, and estimated income. You can also download monthly statements, quarterly reports, and tax forms.
Is the Monument Wealth app secure?
Yes, the app is designed to provide a secure way for clients to access their financial information and share documents with the Monument Team. Specific security protocols are in place for client data protection.
Can I share documents with my advisor using the Monument Wealth app?
Yes, a key feature of the app is the ability to securely share documents directly with the Monument Team. This facilitates communication and collaboration on your financial matters.
What devices does the Monument Wealth app support?
The Monument Wealth app is available for iPhone, iPad, and iPod devices. It is designed for mobile access across these Apple platforms.
How often is the Monument Wealth app updated?
The latest version of the Monument Wealth app is 5.14.0, last updated on September 6, 2024. Updates are released periodically to improve functionality and security.
What is the user feedback on the Monument Wealth app?
Based on available data, the app has a high rating of 5.0 stars from 2 ratings, suggesting positive user sentiment. Users appreciate the secure access to their financial information.
Does Monument Wealth offer a free trial for its services?
The app itself is free to download and use for existing clients. Information regarding free trials for Monument Wealth Management's advisory services would need to be obtained directly from the company.
