Online Account Access


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Welcome to the Monarch Wealth client access form


The client access website was built to maximize the security and confidentiality of information transmitted.


Are you registered?


You can now register to view your current holdings, annual and quarterly statements online.

To register for online access you require the following information:

  • Your Monarch client ID, your ID can be provided by your representative, you may also find your client ID on the paper statement that you have received from Monarch.

  • Last three digits of your SIN number XXX XXX 999.

  • Your home postal code in uppercase with no space ex: M1M2M2.

  • Please ensure your password contains minimum 7 characters with at least one uppercase and one number.

REGISTER HERE

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

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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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