SUPPORT.MYPROSPERITY.COM.AU

Support | Help and support

Tools, goals and calculators. Establishing your net worth. Perform a financial review. How do I reset my password? Editing your account details. Updating/Downgrading your account subscription. How do I sign a document? Where do I view a document that has been signed? Myteam: adding team members (no guest access). Myteam: adding team members (guest access). Mytax: creating a tax year (financial year). Mytax: adding your accountant. Mydocs: viewing, adding and deleting documents. How to add a category.

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Support | Help and support | support.myprosperity.com.au Reviews

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Tools, goals and calculators. Establishing your net worth. Perform a financial review. How do I reset my password? Editing your account details. Updating/Downgrading your account subscription. How do I sign a document? Where do I view a document that has been signed? Myteam: adding team members (no guest access). Myteam: adding team members (guest access). Mytax: creating a tax year (financial year). Mytax: adding your accountant. Mydocs: viewing, adding and deleting documents. How to add a category.

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1 contents

2 getting started

3 manage your account

4 using myprofile

5 using mywealth

6 using mycashflow

7 using myprotection

8 creating reports

9 faqs

10 select page

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contents,getting started,manage your account,using myprofile,using mywealth,using mycashflow,using myprotection,creating reports,faqs,select page,search for,quick start guide,setup your account,setting up mycashflow,view more…,doc signing,adding your will

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Support | Help and support | support.myprosperity.com.au Reviews

https://support.myprosperity.com.au

Tools, goals and calculators. Establishing your net worth. Perform a financial review. How do I reset my password? Editing your account details. Updating/Downgrading your account subscription. How do I sign a document? Where do I view a document that has been signed? Myteam: adding team members (no guest access). Myteam: adding team members (guest access). Mytax: creating a tax year (financial year). Mytax: adding your accountant. Mydocs: viewing, adding and deleting documents. How to add a category.

INTERNAL PAGES

support.myprosperity.com.au

1

How to add a team member with guest access to your account | Support

http://support.myprosperity.com.au/using-myprofile/how-to-add-a-team-member-guest-access

Tools, goals and calculators. How to add a team member with guest access to your account. You might also be interested in How to add a team member with no guest access. How to set custom filters in mycashflow. How to assign ownership to an SMSF entity. Importing transactions into mycashflow. How do I update my bank account password?

2

Members Content – Manage your account | Support

http://support.myprosperity.com.au/members-content-manage-your-account

Tools, goals and calculators. Are you an adviser or accountant? Can I delete my account? How do I reset my password? Can't find what you're looking for?

3

Members Content – Using myprotection | Support

http://support.myprosperity.com.au/members-content-using-myprotection

Tools, goals and calculators. Are you an adviser or accountant? How to upload a will. Can't find what you're looking for?

4

Setting up mycashflow | Support

http://support.myprosperity.com.au/getting-started/setting-up-mycashflow

Tools, goals and calculators. If you haven’t already added your bank accounts, add them now and see the full benefits of utilising mycashflow. From the dashboard, select the mywealth. Tab, then the orange add. Button on the right hand side. Ank accounts, credit card. And follow the instructions on screen. Once completed, navigate to the mycashflow. Tab and you will see that this tool has automatically categorised all of your transactions. How to set custom filters in mycashflow.

5

Setup your account | Support

http://support.myprosperity.com.au/getting-started/setup-your-account

Tools, goals and calculators. To get your account up and running, you will first need to activate – depending on how you registered:. A If you were supplied a link from your financial adviser / accountant to follow and you went through the standard register page:. Enter your details into the registration form and press submit. Check your email for an activation email (and spam / junk folders if you cannot locate it) and follow the link. You will then be asked to create and confirm a new password.

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myprosperity.com.au

AboutUs myprosperity

http://myprosperity.com.au/Info/AboutUs

A team of Australian leaders in the technology and finance fields created myprosperity. After many years of working in these industries, they realised that there was an underlining question that all Australians faced. How can I be smarter with my money? After researching what tools were available they realised that there was no simple way to manage your finances. From this, myprosperity was created to help everyday Australians take control and make their money go further. Members take control of their.

myprosperity.com.au

Security myprosperity

http://myprosperity.com.au/Info/Security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practises are monitored and verified by Verisign. And supported by McAfee Security. Trusted by over 60 million worldwide. We have partnered with Yodlee. The same technology chosen by 600 leading banks, financial institutions and companies around the globe to provide a robust, secure and customer-centric platform.

myprosperity.com.au

Features

http://myprosperity.com.au/Info/Features

Everything in one place. All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more. All the latest data. Partners with Australia's leading data providers to ensure that your information is always up to date. Receive free appraisals of your home and investment properties. Live data feeds track your property and suburb's performance. Receive free valuations and performance ratings on your vehicle. Time to buy property? Get a...

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Tools, goals and calculators. Establishing your net worth. Perform a financial review. How do I reset my password? Editing your account details. Updating/Downgrading your account subscription. How do I sign a document? Where do I view a document that has been signed? Myteam: adding team members (no guest access). Myteam: adding team members (guest access). Mytax: creating a tax year (financial year). Mytax: adding your accountant. Mydocs: viewing, adding and deleting documents. How to add a category.

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