Monument Wealth

Finance

Free · Designed for iPad. Not verified for macOS.

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/

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

- 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

Version 5.14.0

The developer, Monument Wealth Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Monument Wealth Management, LLC
Size
  • 39.2 MB
Category
  • Finance
Compatibility
Requires iOS 13.4 or later.
  • iPhone
    Requires iOS 13.4 or later.
  • iPad
    Requires iPadOS 13.4 or later.
  • iPod touch
    Requires iOS 13.4 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2024 Monument Capital Management, LLC
  • Developer Website
  • Privacy Policy

    • You Might Also Like