Step 3 - Link the Client's Moneysoft accounts to the Client's Tracked Accounts in Prospera

Step 3 - Link the Client's Moneysoft accounts to the Client's Tracked Accounts in Prospera

1.      Click on 'TRACKED ACCOUNTS' from the bottom of the left side menu.

2.      Select the Account you wish to link to a Moneysoft account.

3.      Click on the dropdown menu below the 'Moneysoft Account', and select the relevant account.

4.      Click UPDATE to save the link.

Repeat this step for each Tracked Account that you wish to link to Moneysoft.