Client Center
Everything You Need, In One Place
Quick, secure access to your accounts, your financial plan, and your Prosperity People client site — all from one page.
Client Logins
Log in to view the accounts we manage for you that are held at Charles Schwab.
- Balances, positions, and transactions
- Statements and trade confirmations
- Tax documents
- Sign up for e-delivery of documents
Log in to explore your financial plan and see how today's decisions shape your future.
- Your goals and plan projections
- "What-if" scenarios for big decisions
- Retirement readiness
- Shared documents from your planner
Log in to see your spending, budgets, and cash flow plan — all your accounts in one place.
- Spending by category
- Budgets and cash flow tracking
- Progress toward savings goals
- A shared view for couples
Log in to your secure Prosperity People client site.
- Your full financial picture in one view
- Account values across institutions
- Documents shared with our team
- Progress toward your intentions
Need a Hand?
Trouble Logging In?
Whether it's a forgotten password, setting up access for the first time, or a question about what you're seeing, our team is happy to help.
Contact Our TeamKeeping Your Information Safe
- We will never ask for your password by email, text, or phone.
- Always log in through the links on this page or by typing the address yourself.
- Turn on two-step verification wherever it's offered.
- If something looks suspicious, call us before you click.
Links to third-party websites are provided for your convenience only. Charles Schwab & Co., Inc., Envestnet MoneyGuide, Monarch Money, and Advyzon are independent of The Prosperity People, LLC, which does not control their websites, services, or content. Please review each provider's terms of use and privacy policy before using their services.