1. Select the client you wish to update balances for. 2. Click on 'ACTUAL BALANCES' from bottom of the left side menu. This will open the 'CURRENT ACTUAL BALANCES' screen. 3. Click on 'CREATE NEW ACTUAL BALANCE' blue button ...
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. ...
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 ...
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). ...