Prosperity Client Portal

10+
Downloads
Content rating
Everyone
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About this app

The Prosperity Portal app provides clients of Prosperity Financial Group with secure access to their financial information and plans, all in one convenient location.

Features include:
●     Easy-to-read account summaries and performance updates.
●     Interactive financial planning tools to help you stay on track with your goals.
●     Insights into your portfolio’s performance and allocation.
●     Access to key financial documents and resources.

Requirements: You must be a Prosperity Financial Group client authorized to use the app. If you would like to request access, please contact your financial advisor or support team.
Updated on
Mar 6, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
Data can’t be deleted