Member Tools

Everything inside the Monivest platform that helps members manage their accounts and stay supported.

Dashboard Navigation

Navigating Your Monivest Dashboard

Profile & Security

Account Privacy & Compliance
Account Activity & Notifications
Two-Factor Authentication (2FA) & Account Security
Setting Up & Updating Your Password
Managing Your Beneficiary Accounts
Updating Your Profile Information
Navigating Your Monivest Dashboard

Support & Tickets

Navigating Your Monivest Dashboard

Notifications & Preferences

Navigating Your Monivest Dashboard

Visits & Communication

Why Office Visits Are Mostly by Appointment