How to link your ATB Prosper accounts to ATB Personal using the ATB Personal app

Learn how to link your ATB Prosper or ATB Investment Services Inc. investment accounts to your ATB Personal mobile banking app.

Using the ATB Personal banking website instead?

Learn how to link ATB Prosper accounts to ATB Personal using the ATB Personal banking website.

Linking your ATB Prosper and other ATB Wealth investment accounts allows you to see all of their balances in your ATB Personal app (via TrackIt), so you’ve got more of your banking information in one place.

  1. To follow these steps, you must have previously logged into ATB Investor Connect at least once
    1. If needed, do so now using your ATB Prosper username and password
    2. If you can’t remember your password, you can reset it from ATB Investor Connect or from ATB Prosper
  2. Log in to your ATB Personal app
  3. From the Overview screen, tap More in the primary navigation
  4. From the More menu, tap Manage spending with TrackIt
  5. From the TrackIt screen, tap the building icon at the top left of the screen to access your Accounts
  6. From the Manage Connections screen, tap the + (plus sign) icon on the right
  7. In the search field, type ATB; a drop-down menu will appear with related suggestions
  8. Select ATB Investor Services
  9. Enter your ATB Prosper Username and Password
  10. Tap Connect to complete the linkage
  11. You're all done! You can now view your investment accounts from from within TrackIt, though any actions on your account must be processed through ATB Investor Connect or ATB Prosper

 

Learn more about the ATB Personal app

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Browse our list of tutorials designed to make your everyday banking easier through the app.

Need help?

Our team of ATB Wealth® experts will be happy to assist.