A hub for tools ensuring your financial success! Discover the MB+M portals for secure streamlined communication, document requests, electronic signatures, and confidential interactions. Access our valuable resources to enhance your financial management.
MB+M Secure Digital App
Simple, secure and easy to use:
- The secure way to communicate with you
- Simple and easy to use
- Confidential and private
- Request documents at any time
- Electronically sign your documents
How to get started with the MB+M App.
Family Wealth Portal
MB+M uses My Prosperity as an all-in-one client portal with innovative digital tools that increases efficiency for us and our clients. The Family Wealth Portal automates the gathering of information that is required, bringing it all together in one digital solution.
Family Wealth Portal Login