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