How to link ATB Prosper or other ATB investment accounts to ATB Personal

Learn how to link your ATB Prosper or ATB Investment Services Inc. investment accounts to ATB Personal in your mobile 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.

  1. To follow these steps, you first must have logged into ATB Investor Connect at least once
    1. If needed, do so now using your ATB Prosper username and password
    2. If you can’t remember your password, you can reset it from ATB Investor Connect or from ATB Prosper
  2. Log in to your ATB Personal app
  3. From the Overview screen, tap More in the primary navigation
  4. From the More menu, tap Manage spending with TrackIt
  5. From the TrackIt screen, tap the building icon at the top left of the screen to access your Accounts
  6. From the Manage Connections screen, tap the + (plus sign) icon on the right
  7. In the search field, type ATB; a drop-down menu will appear with related suggestions
  8. Select ATB Investor Services
  9. Enter your ATB Prosper Username and Password
  10. Tap Connect to complete the linkage
  11. You can now view your investment accounts from from within TrackIt, though any actions on your account must be processed through ATB Investor Connect or ATB Prosper

 

Learn more about the ATB Personal app

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Our Client Care team will be happy to assist.

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