Broker Check

Moneyguide Pro

Logging into your MoneyGuidePro account

  1. Click here to log in to MoneyGuidePro.
  2. Enter the user ID your MONECO team provided for you and the password you created in the steps above. (Reach out to your advisor if you have forgotten your user ID or password.)
  3. Click “Login.”

Setting up your MoneyGuidePro account for the first time

  • Click “Login” and enter the user ID and password your MONECO team has provided for you. Click “Login.” (Reach out to your advisor if you do not have your user ID or password.)
  • Add your cell phone number for 2 factor authentication and click “Register”
  • Click “Text Message”
  • Click the small blue “Send text message” text.
  • Enter the code you receive by text message and click “Validate.”
  • In the “current password” field, enter the password provided to you by your MONECO team.
  • In the “new password” field, please enter the password you would like to use going forward. Below is the criteria for your new password.
  • Reenter the new password in the “confirm new password” field and click “confirm.”
  • Review the terms of service and click “Accept”
  • We recommend you save the login screen as a favorite website.

 Password Criteria

  • Must be no less than 8 characters and no more than 16 characters in length.
  • Must not match any of your last 5 passwords.
  • Must contain at least 1 uppercase character (A through Z) and 1 lowercase character (a through z) and 1 number (0 through 9).