Online Account Access


Welcome to the Monarch Wealth client access form


Dear Valued Clients,


You will notice we have made some changes to our client portal. Click here to see the new user guide. If you have any questions or concerns please do not hesitate to contact head office or your advisor.
Thank you,


Monarch Wealth Corporation

How E-Delivery Works

If you haven not already signed up contact your advisor to get your client ID or you can find your client ID on your quarterly statement that you have received from Monarch, then click on Register here to begin the registration process

Once you are logged in, you will be presented with the option of receiving your statements electronically, should you opt out of this feature and later decide to receive your statements and other documents electronically you can simply click on My profile link on top of the page, scroll to the bottom of the page and choose subscribe. You will not receive any unwanted emails or be subscribed to anything else other than your statement and documents notifications shared by Monarch Wealth or your Representative. Should you change your mind about the electronic statements you can easily switch back to the paper copy by logging in and selecting the Unsubscribe option in the My profile pane.

Sophisticated portfolio construction is supported by our technology-driven platform, featuring ongoing account monitoring and rebalancing. Working together, your advisor and portfolio management team provide you with comprehensive and sophisticated investment solutions.

When your online statement is available you will be emailed with a notification at the specified email address by you.

User Guides

Online Account Access User Guide-English

Please use the guide to help you navigate through the system, for further information please contact your Representative

Download now

Online Account Access User Guide-French

Download now

Modified Dietz Explained

Please see the attached document on how rates of return are calculated, for further information please contact your account representative

Download now

External Resources


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