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What is a Cobrand Token? – FAQs

A cobrand token is a unique identifier for your firm in myprosperity. This may come in handy when setting up integrations in your myprosperity portal. Your cobrand token can be found in Admin settings > Team > View. You may also be interested in How to edit your...

How to view past invoices

If you would like to view past invoices, simply log into your accountant portal and select Settings > Payment Here you will be able to: • edit card details • edit billing address • view invoices Select View invoices and you will see a list of your invoices, with an...

How to update your payment details

1. Click on the Admin settings button in the side panel menu, followed by Payment & plan. 2. Your existing payment details will be displayed. To update your payment details, click on Edit card details/Edit billing address link. 3. Enter your new billing email...

How to enter your payment details

Enter your payment details to configure your account for automatic debit. 1. In your client page, click on the Settings button in the navigation bar, followed by Payment 2. Enter your billing email address and credit card details. 3. Click Pay to confirm.  Your...

How to edit your profile

To make edits to your profile: Click on the profile image icon on the top right corner of the screen. Enter, edit or delete any details in the field. Finish by the clicking Save button at the bottom of the screen. You may update your contact details as well as your...