How E-Delivery Works

To commence registration, contact your advisor for your client ID or locate it on your quarterly statement from Monarch. Then, proceed by clicking “Register” to initiate the signup process.

Upon logging in, you’ll have the option to opt for electronic statement delivery. If you opt out initially but later wish to switch, simply access “My Profile,” select “subscribe,” and rest assured, you’ll only receive pertinent notifications regarding your statements and documents from Monarch Wealth or your Representative. Returning to paper statements is a straightforward process.

Our platform, driven by cutting-edge technology, facilitates sophisticated portfolio construction, complete with continuous account monitoring and rebalancing. Through collaborative efforts, your advisor and portfolio management team provide comprehensive investment solutions.

Expect prompt email notifications at your designated email address when your online statement becomes available.

Skip to content