Step 1 - Link your Corporate Moneysoft login to your Prospera Login
1. Go to your Prospera Dashboard screen:
2. Click on 'ADVISER PREFERENCES' from the menu at the top of the screen.
3. Scroll down the screen to the 'MONEYSOFT ACCOUNT DETAILS' (as indicated by the arrow in the below screenshot).
Enter your Moneysoft Username and Moneysoft Password.
4. Click UPDATE to
save the link.
This links your Moneysoft clients to Prospera.
You must link the Moneysoft login to each Prospera login.
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