picture of hands in the middle
Secure Portal

Above is the link to the access your Secure Mennenga Tax & Financial Portal. Click on the link and it will take you to the login screen.

The Secure Portal is used to exchange files between client and advisor in order to share information. It allows you to access your complete, traditional tax return copy. In addition, you can share your tax documents with us.

Mennenga Tax & Financial initiates the set-up of the portal by sending you an email. The email will come from No-Reply@MTFteam.com. Click on the link in the email to go to a web page that will ask you to input your username (email address) and last four digits of your Social Security Number. Once you enter this information, you will be prompted to reset your password. The password must include an upper case letter, a lower case letter, a number, and a special character (!, #, $, etc). It will then bring you to the portal’s home screen.

If you don’t have the email handy, you can get to the Secure Portal by visiting our website!

  1. Go to our website (www.MTFteam.com) and click on the “Secure Portal” button in the upper right corner of the main page.
  2. Click on the button in the middle of this page to take you to the Secure Portal website.
  3. If you accessed the portal via the email, you have already set up a password. At the “Sign In” screen, enter your username (email address) and password. (If you have forgotten your password, you can reset it by clicking “Forgot username or password” at the bottom of the box.)
  4. When the home page displays, you will see the “My Folder” menu to the left.
  5. Click “Documents from Preparer”.
  6. In the viewing window on the right of your screen, the documents will appear. Next to the document will be a “Download” link. Click this link.
  7. A choice will populate – select “Open” or “Save”.
    1. “Open” will open a PDF on your computer.
    2. “Save” will prompt you to direct the file to a location on your computer to save a PDF.

Once you are in the Secure Portal, you can also send documents to your advisor.

  1. Click the “Documents to Preparer” link under the “My Folder” section.
  2. Make sure your advisor’s name shows in the list.
  3. In the window on the right, click the “Upload” link.
  4. Click the “Select” button to search for the file you would like to upload.
  5. The file should display under the button. Click the “Upload” button.
  6. The file will display in the window on the right. At this time you have the option to rename or delete the file if necessary.
  7. Your preparer will be notified that you have submitted a file.

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.

Services offered only where licensed to do business. Currently licensed in AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Securities and Advisory Services offered through Harbour Investments, Inc., Member FINRA & SIPC Mennenga Tax and Financial and Harbour Investments, Inc. are not affiliated entities. Harbour Investments, Inc. does not offer tax or legal advice.

© 2019 by Mennenga Tax & Financial. All rights reserved.