When your financial professional invites you to a workspace, you’ll need to log in with your existing myprosperity account or activate your account if you’re a new user before you can access the workspace.
Follow these steps:
1. Activate Your Account
Check your email for an invitation. Click the link provided to activate your account and set up your login credentials.
To Activate your account on Desktop:
1. Click 'Login' within the body of your invitation email.
2. A new browser page will open and you will be taken to the 'Activate your account' screen.
You are now directed to enter your name,and confirm a password.
NOTE: As you enter your password, you will notice there are requirements. It must contain the following:
- At least 12 characters
- Lower case letters (a-z)
- Upper case letters (A-Z)
- Numbers (0-9)
-
Special characters (e.g. !@#$%^&*)
When requirements have been met, the criteria will change to green with a tick beside them.
3. Once a password has been selected and confirmed, click 'Accept terms of use' and then 'Activate my account'.
4. Upon clicking the activation button, you need to set up a multifactor authentication method. Please follow the steps "Need to Add Article here- How do I set up MFA on Desktop
2. Log In to the Portal
Once your account is activated, log in to the portal using your login credentials and complete multi-factor authentication (MFA) to access your account securely.
3. Review the Workspace Invitation
After logging in, you’ll see a request to join the workspace.
4. Accept or Decline the Invitation
Click Accept to access the workspace.
Click Decline if you do not need access.
5. Once you’ve accepted the invitation, you can begin setting up your portal, view your funds, complete any assigned tasks, and sign documents as needed.