How to manage recurring contributions to your ATB Prosper accounts (Web)
Learn how to quickly and easily make and edit 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
- 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
- Click Save changes when you’re finished
- After you’ve double-checked your changes, click the checkbox to confirm that you’ve read the Fund Facts PDF (if you haven’t, click View Fund Facts PDF )
- Click Confirm
- You’ll see a success message confirming your changes, which means you're all done!
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