How to link ATB Prosper accounts using the ATB Personal banking website

Learn how to link your ATB Prosper or other ATB Investor Connect accounts to the ATB Personal banking website.

Using the ATB Personal app instead?

Learn how to link ATB Prosper accounts to ATB Personal using the ATB Personal app.

Linking your ATB Prosper and other ATB Wealth investment accounts allows you to see all of their balances in your ATB Personal app (via TrackIt), so you’ve got more of your banking information in one place.

 

To follow these steps, you’ll need to have logged into ATB Investor Connect at least once before. If you need to do that now, go ahead using your ATB Prosper username and password.

 

  1. Log in to ATB Personal.
  2. Select More from the top menu bar.
  3. From the options that appear directly below the top menu bar, select TrackIt.
  4. In TrackIt, click on Accounts along the top of the screen.
  5. Under the Accounts tab, select + Add an Account or + Add More Accounts
  6. A pop-up window will appear asking you to Select your institution. In the search bar, type ATB Wealth and select it from the search results. 
  7. You will then be asked to enter the Username and Password you use for ATB Investor Connect.
  8. Enter both and click Continue.
  9. You're all done! You should now be able to see your ATB Wealth accounts in ATB Personal. 


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Need help?

Our team of ATB Wealth® experts will be happy to assist.