For Clients


ProsperiTea Planning Calendly

Scheduling for both ProsperiTea Planning and Tea & Taxes. Click to start.

 

ProsperiTea Planning ShareFile

Secure Portal to use for things you’re uploading to or downloading from ProsperiTea Planning and Tea & Taxes.

 

Shareholders Service Group

NetXInvestor Login, to access funds at SSG.

 

Capitect Login for ProsperiTea Planning

Account aggregator: helps you to see all your investments in one place. Requires a secure login and may require you to tend the links to investment accounts not with a Custodian Wendy set up. Click to get to the login page.

 

 

ProsperiTea Planning MoneyGuidePro

ProsperiTea Planning’s MoneyGuidePro. Click to login.

Advisor Client Login

Click to get to TD Ameritrade Login 

To Download LastPass

Click to go to LastPass