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- Our Clients
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The Stream Financial wealth portal is a powerful tool that allows you to manage all aspects of your financial life in one secure location. You can easily and securely store, access, and share important documents, including the option to add digital signatures where necessary. With the portal, you can collaborate seamlessly with your Stream Financial advisory team, view your assets and liabilities at any time, track transactions, and monitor cash flow movements on your bank account.
To help you utilise your account, we’ve provided some explanations about the portal below.
Not sure what your wealth portal is yet? Watch our introductory video below to learn more.
Upon receiving an invitation to activate your account on the portal, you can set up your account using your preferred email address and password. Access to the portal can be achieved in two ways; using the Stream Financial app or via your web browser.
To download the Stream Financial app and access the portal, visit the Apple App Store or the Google Play Store depending on your device. If you own an Apple device, such as an iPhone or iPad, you can download the app here.
Alternatively, if you own an Android device, such as an Android smartphone or tablet, you can download the app here.
If you don’t have a device that supports the Stream Financial app, you can still access the portal through your web browser. Simply click here to access the portal.
You can log in to the Stream Financial wealth portal using your existing myprosperity portal credentials through the Stream Financial app or the web browser.
Our collaboration with myprosperity, a trusted Australian provider, has helped us develop the Portal. They employ advanced security measures to ensure the safety and privacy of user data, including secure storage of digital documents and digital signatures. The platform uses the same high-level 256-bit encryption and physical security standards that banks use to protect sensitive information.
Multi-factor authentication is enabled to provide an additional layer of security to the portal. It’s important to note that the portal is a read-only service, meaning it does not offer any transactional functionality to move or withdraw funds. Ultimately, myprosperity is highly reputable, safely handles sensitive data, and offers a secure method to send and receive information.
For more information on myprosperity’s security measures, please refer to their website here.
You are under no obligation to use the Stream Financial wealth portal or download the app. If you choose not to create an account, your financial management will remain the same. However, as our provider of digital signature capability, myprosperity requires you to access the portal via your web browser in order to sign documents digitally.
For those interested, we also offer access to the Wealth Portal Pro for a small monthly fee. Don’t hesitate to contact your adviser if you’re interested in learning more about this.
Book a support meeting with our Client Services Manager here.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.