About 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...
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
[email protected] 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/
Version History - 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 5.14.0 09/06/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/17/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.3.2 12/13/2022 Updated Logo 4.1.1 10/02/2019 4.1.0 07/31/2018
Previous Versions
Here you can find the changelog of Monument Wealth since it was posted on our website on 2023-09-06 19:10:00.
The latest version is 5.14.0 and it was updated on 2026-06-21 03:10:01. See below the changes in each version.
Monument Wealth version 5.14.0
Updated At: 2026-05-26
Changes: Version History - 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 5.14.0 09/06/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/17/2024 Bug fixes and performance enhancements. 5.5.3 09/07/2023 Bug fixes and performance updates 5.4.0 02/11/2023 Bug fixes and performance updates 5.3.2 12/13/2022 Updated Logo 4.1.1 10/02/2019 4.1.0 07/31/2018
Monument Wealth version 5.14.0
Updated At: 2024-09-06
Changes: Sep 6, 2024
Version 5.14.0
- 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
Monument Wealth version 5.14.0
Updated At: 2024-09-06
Changes: - 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
Monument Wealth version 5.9.0
Updated At: 2024-04-17
Changes: Apr 17, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Monument Wealth version 5.5.3
Updated At: 2023-09-07
Changes: Sep 7, 2023
Version 5.5.3
Bug fixes and performance enhancements.
Monument Wealth version 5.4.0
Updated At: 2023-02-11
Changes: Feb 11, 2023
Version 5.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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