Your loved one is under guardianship, you live several hundred kilometers away, and you have no visibility on the management of their accounts. This situation affects many families in France. Mon Proxima allows you to monitor a protective measure remotely, from a simple web browser. However, it is essential to understand what this tool really offers and what it does not.
Mon Proxima: a web portal, not a traditional mobile application
The first misunderstanding concerns the very nature of Mon Proxima. Contrary to what the term “application” suggests, Mon Proxima is a web portal accessible via a browser, on a computer, tablet, or smartphone. There is nothing to install from a store.
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Specifically, the judicial representative for the protection of adults (MJPM) or the guardianship service provides login credentials. Without these credentials, it is impossible to create an account on your own. The process must go through the professional in charge of the measure.
This point often causes frustration for families who expect to register independently. If you have not received your access, the first step is to contact the representative or the guardianship association directly. It is also possible to download the Mon Proxima application for guardianship by following the instructions provided by the managing service.
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Data accessible remotely on Mon Proxima
Are you wondering what you will actually be able to see once connected? Mon Proxima functions as a consultation layer separate from the Proxima business software. The data entered by the professional in their management tool is automatically transferred to the portal intended for the protected adult or their authorized entourage.
Access is not limited to bank balances. Here is the information generally available:
- The balances and transactions of the bank accounts managed under the protective measure
- The digitized administrative documents and supporting documents (invoices, letters, certificates)
- The upcoming deadlines related to the asset management of the protected adult
- The budget forecast and current expenses recorded by the guardian
This transparency changes the game for a geographically distant relative. Instead of waiting for the annual management report, you follow the evolution of the accounts in almost real-time.
Remote guardianship: the concrete limits of the portal
Mon Proxima does not replace the relationship with the representative. The portal is read-only. You can consult, but you cannot modify anything. No transactions, no transfers, no expense approvals can be made from the interface.
Another constraint to anticipate: the quality of the data depends entirely on the professional. If the representative updates the information with a delay of several weeks, the portal will reflect this delay. Mon Proxima is not directly connected to banks. It displays what the manager enters in Proxima.
For a family guardian managing the measure alone without Proxima software, the Mon Proxima portal is not accessible. This tool concerns measures managed by professional MJPMs or guardianship associations equipped with Proxima software.
What to do if the information seems incomplete
A missing document or a balance that does not change for several weeks does not necessarily indicate a problem. The update frequency varies according to the organization of the guardianship service.
If in doubt, send a written request to the representative. The law requires them to report to the guardianship judge. The portal facilitates transparency, but the legal recourse remains the management report validated by the court.
Using Mon Proxima effectively when living far from the protected adult
Distance complicates the monitoring of a guardianship or curatorship measure. Mon Proxima does not solve everything, but it meets a specific need: to know the financial status of the protected person without having to call the representative every week.
Here are some practical tips to make the most of the portal:
- Log in at least once a week to quickly spot any unusual activity
- Keep screenshots of the balances and documents consulted, in addition to your own records
- Note the questions to ask the representative during the periodic review, rather than making multiple one-off calls
Mon Proxima does not replace the dialogue with the guardian or the oversight of the judge. It is a visibility tool that complements the existing legal framework. For geographically dispersed families, this visibility reduces the stress associated with distance and allows for more precise questions during exchanges with the professional.
The legal protection of a loved one remains a complex issue, whether the person is under guardianship or curatorship. A consultation portal does not exempt you from verifying the annual management report submitted to the judge. It is this document, and not the online interface, that is authoritative in case of dispute.