Link a bank or investment account you have at another financial institution to your Prospr profile. Your info is managed securely.
Your financial info is gathered from the accounts you’ve linked. It happens automatically, saving you time searching for statements.
Now that you have a more complete picture of your financial situation, you can start on your goals —pay down debt, spend less, or save to travel somewhere fun.
Here’s what account info you share when you use Linked Accounts.
Link accounts from a different financial institution to your Prospr profile. In your Prospr Financial Profile, select “Link Account”.
Get started with Linked Accounts
Your info is managed securely. The Prospr team has access to your information to help you build a relevant, financial roadmap based on your goals.
Exclude certain accounts, income or expenses from your profile:
Presto! That item will no longer be included in your roadmap or dashboard. The item will still be visible, but you’ll see the “Hidden from Profile” icon beside it.
Get started with Linked Accounts
Stop linking a financial institution:
This will unlink that provider and delete all the associated log-in and account info from your Prospr Financial Profile.
Get started with Linked Accounts