How to manage recurring contributions to your ATB Prosper accounts (App)

Learn how to quickly and easily make 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. On the Edit Goal screen, under the Recurring Contribution section, enter the amount you wish to contribute; The other fields will auto-complete; review and change them as needed
  5. Tap Save changes when you’re finished
    1. After you’ve double-checked your changes, tap the checkbox to confirm that you’ve read the Fund Facts PDF (if you haven’t, tap View Fund Facts PDF)
  6. Tap Confirm
  7. You’ll see a success message confirming your changes; tap OK to close the message and you're all done!

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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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