How to set up and edit recurring contributions to your ATB Prosper accounts (app)

Learn how to quickly and easily add recurring contributions to your ATB Prosper account.

  1. Log in to your ATB Prosper app.
  2. From the Prosper dashboard, select your desired investment goal (account) if it’s not the default.
  3. Tap Edit Goal on the bottom of your screen.
  4. Under the Recurring Contribution section of the Edit Goal screen, enter the amount you wish to contribute. The other fields will auto-complete. Review and change them as needed.
  5. Tap Save changes on the Edit Goal screen when you’re finished changing the contribution details.
    1. After you’ve double-checked your changes, tap the box to confirm that you’ve read the Fund Facts PDF. (If you haven’t, tap View Fund Facts PDF). Tap Confirm when you’re done.
    2. You’ll see a Success message confirming your changes. Tap OK to close the message.

Visit ATB Prosper

Image of Step 3, editing goal on iPhone 8

Step 3

Step 4, enter amount

Step 4

Step 5, confirm successful transaction

Step 5

Step 5a

Step 5a

Step 5b, transaction successfull

Step 5b

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