Personal & Family Access

 

 

 

Wealth Management System

Majors & Mondragon's cloud-based financial planning website. Review your accounts managed by Majors & Mondragon, and aggregate your outside investment, loan, and cash equivalent accounts to see your entire financial picture in one place. View your financial planning projections and balance sheet, update your personal financial plan assumptions, and upload documents securely to our vault.

LOGIN

CLIENT INVESTMENT PORTAL

Login to our client investment portal to view up-to-date information about your investment accounts.

What can I find in the Client Investment Portal?

Detailed Account Information

Performance Statements

Custodian Statements

Tax Documents

Billing Summary Statements

CLIENT INVESTMENT PORTAL LOGIN

 

Want to login direct to the custodian?

Find your custodian and click the link. View all of your accounts held by your custodian and place trades.  Download statements, trade confirmations, and tax documents.


RETIREMENT PLAN ACCOUNT ACCESS

Click here to login to access your retirement plan information. Our retirement plan portal delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tools.

 

FIND MY RETIREMENT PLAN PROVIDER LOGIN
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