# Monument Wealth > Mobile portal for Monument Wealth Management clients to access financial accounts and documents. (iPhone/iPad app by Monument Wealth Management.) - Source: https://appshunter.io/ios/app/monument-wealth/id1419786088 (this page in markdown: same URL + `.md`) - Developer: [Monument Wealth Management](https://appshunter.io/developer/829274249) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 13.4 · 37 MB - Languages: American English - Released: 2018-08-05 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/monument-wealth/id1419786088/reviews.md ## What is Monument Wealth? Welcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal. This Monument Client Portal app will provide you with a secure way to: - View your investment accounts, activity, and performance - Download monthly statements, quarterly reports, and tax forms - View and run interactive reports on gains and losses, estimated income, and more - Share documents with the Monument Team Please reach out to the Monument Team at 703-504-9600 or support@monumentwm.com if you have any difficulty accessing your Monument Client Portal, have any questions, would like a walk-through, or would like to provide feedback. *You must set up your Monument Client Portal before logging into this app. To set up your Monument Client Portal please contact us. ABOUT MONUMENT WEALTH MANAGEMENT Monument Wealth Management offers unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers you to have more control over your time and options. Monument does this through our Private Wealth Design process, which is intentionally devised to answer YOUR specific questions, not everyone else’s, ultimately providing you clarity and removing the anxiety of the unknown. Please see important disclosure information at https://monumentwealthmanagement.com/disclosures/ ## Key features - View investment accounts - Track account activity and performance - Download statements and tax forms - Run interactive financial reports - Secure document sharing with team ## Frequently asked questions about Monument Wealth ### 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. ## Version history (last 5 releases) ### 5.14.0 — 2024-09-06 - 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 ### 5.9.0 — 2024-04-17 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature ### 5.5.3 — 2023-09-07 Bug fixes and performance enhancements. ### 5.4.0 — 2023-02-11 Bug fixes and performance updates ### 5.3.2 — 2022-12-13 Bug fixes and performance updates ## Apps similar to Monument Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Sherman Wealth](https://appshunter.io/ios/app/sherman-wealth/id1096339333) | 5.0 (2) | Free | Finance | | [Osprey Capital Partners](https://appshunter.io/ios/app/osprey-capital-partners/id6748355883) | — | Free | Finance | | [Sollinda](https://appshunter.io/ios/app/sollinda/id6473197764) | — | Free | Finance | | [CJM Wealth Adv.](https://appshunter.io/ios/app/cjm-wealth-adv/id1140152105) | 5.0 (2) | Free | Finance | | [Golden K Plans & Wealth Mgmt](https://appshunter.io/ios/app/golden-k-plans-and-wealth-mgmt/id6748545183) | 5.0 (1) | Free | Finance | | [Split Creek Cap](https://appshunter.io/ios/app/split-creek-cap/id1639940492) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*