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Setup your myprosperity App integration

How to add a myprosperity App integration to your Workspace

Updated this week

Add and connect your myprosperity App


How to add a myprosperity App

  1. Click on the integration chain icon (top right).

  2. Click on Add App.

  3. Select myprosperity as the Provider.

  4. Click Next

  5. Click View Integrations

How to connect a myprosperity App

  1. Click on the integrations chain icon (top right).

  2. Click on the ellipse icon "", in line with the myprosperity site

  3. Select Connect.

  4. You'll be redirected to myprosperity to login

  5. Once logged in you'll be prompted to Allow Advice Designer permission

  6. Upon allowing your connection will be complete

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