How to set up and edit recurring contributions to your ATB Prosper accounts (web)
Learn how to quickly and easily add recurring contributions to your ATB Prosper account.
- Log in to your ATB Prosper dashboard.
- From the Prosper dashboard, click your desired investment goal (account) if it's not the default.
- Scroll down to the Edit Goal section and click the Edit Goal button.
- 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.
- Click Save changes on the Edit Goal screen when you’re finished changing the contribution details.
- After you’ve double-checked your changes, click the box to confirm that you’ve read the Fund Facts PDF. (If you haven’t, click View Fund Facts PDF). Click Confirm when you’re done.
- You’ll see a Success message confirming your changes.