Let’s face it, no one likes filling out forms… That’s why we’ve launched Prospio Concierge! Prospio Concierge offers peace of mind, allowing you to sit back and relax while we properly set up your Prospio Wealth Account. You simply provide us with the information we request and leave the rest to us. We will even call you after we finish and give you a 30 minute demonstration on how to maintain your new Wealth Account.
1. Gather your information…
You’ll need your income information, bank account information including balances, mortgage information, loan information, credit card information and itemized household expenses. You can combine all bills into a single itemization if desired. Once you enter it all, you’ll even know the amount of money you have left over at the end of the month, we call this your discretionary income.
2. Be completely Accurate…
To use Prospio effectively, you’ll need to do some research, so plan on knowing the specifics, including your balance amounts, rates, payment amounts and statement dates, etc.
3. Ready to send it?
Once you’ve downloaded and completed the form below, please send it to firstname.lastname@example.org
and please make sure to include your Name, Dealer ID, Username and Password. Once we complete the setup, we will call to schedule a 30 minute demonstration, where we will outline what we did, answer any questions and teach you how to maintain your Prospio Account.
4. Want to learn on your own time?
Check out our Training Videos. (20 minute total) Log into your Back Office>Trivesta University>My Learning