Step 2 - Link your Moneysoft Client to your Prospera Client

Step 2 - Link your Moneysoft Client to your Prospera Client

1.      Select the Prospera Client you wish to link to their Moneysoft data.


         When you select the client, you will be taken to the 'CLIENT DETAILS' screen.


2.      Click on the dropdown menu below the 'Moneysoft Account' heading and select the relevant client name



3.      Click UPDATE to save the link.