Moneco Client Portal

Logging on to the MONECO Client Portal

• Click the image above.
• Enter your username (which will be your email) and the password you created.
• If you need us to reset your password, please contact our office.

Setting up your MONECO Client Portal for the first time

• Please expect to receive an email from “advice” (advice@monecoadvisors.com). (If you do not have this email, contact our office.)
• Click the link at the bottom of the email. Please note the link will expire after 24 hours. (If you need a new email with link, please contact our office.)
• Create your password and click “reset password.”
• Log in using your username (which will be your email) and the new password you just created.
• We recommend you save the portal website as a “favorite” so that you can easily access in the future.

 Linking an Outside Account to your Financial Plan

• First, click here to log on to the MONECO Client Portal
• Click the blue “Planning” button at the top.
• Click the blue “Access Plan Details” button at the right.
• Click the “FastLink” button.
• Read the agreement and click “Accept.”
• Search for the institution you would like to connect (It helps if you search for the exact URL for the financial institution you log in to.)
• Enter your financial institution username and password to connect your accounts.