Your Account

You will receive an email when there is new content available for you to view in the Monarch Client Portal. The Client Portal is a secure way for Monarch to make account information accessible to you. Please click on the link to access the Client Portal, enter your email address as your username and your unique password. If you do not currently have access to the Client Portal, but would like to have access, please contact us at 260-422-2765 for assistance.

To access your custodian account information, select from the choices below.

This will require a username and password from your custodian.


Schwab Advisor Solutions

Lake City Bank