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.

  1. Log in to your ATB Prosper dashboard.
  2. From the Prosper dashboard, click your desired investment goal (account) if it's not the default.
  3. Scroll down to the Edit Goal section and click the Edit Goal button.
  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. Click Save changes on the Edit Goal screen when you’re finished changing the contribution details.
    1. 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.
    2. You’ll see a Success message confirming your changes. 

Visit ATB Prosper

Step 2, select goal from Prosper dashboard screen

Step 2

Step 3, scroll and select Edit Goal

Step 3

Step 4, enter amount for contribution

Step 4

Step 5, save contribution changes

Step 5

Step 5a

Step 5a

Step 5b, confirmation message

Step 5b

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