Getting started with Prospo
This guide walks you through everything that happens when you first create a Prospo account — from the sign-up form to your first view of the dashboard. The whole process takes around ten minutes.
Step 1 — Create your account
Go to prospo.ai and click Get Started to open the registration form.
Fill in your details:
FieldNotes
First name
Your given name
Last name
Your family name
Work email
Used to log in and receive notifications
Organisation name
Must be unique in Prospo
ABN
11 digits — spaces are ignored
Password
At least 8 characters, including uppercase, lowercase, a number, and a special character
Confirm password
Must match exactly
Check the box confirming you accept Prospo's Terms of Service and Privacy Policy, then click Create Account.
Troubleshooting at this step:
- "Organisation name already exists" — Another Prospo account uses that name. Try a variation such as including your state or practice name.
- "ABN already registered" — Your ABN is linked to an existing account. Contact support@prospo.ai if you believe this is an error.
- "Email already exists" — Use Sign in instead, or reset your password if you've forgotten it.
- Password not accepted — Ensure your password includes at least one uppercase letter, one lowercase letter, one number, and one special character (e.g.
!,@,#).
Step 2 — Verify your email address
After submitting the form, Prospo sends a verification email to the address you registered with. You'll be taken to a confirmation screen showing the address it was sent to.
Open the email and click the Verify my email button. Prospo confirms your address and logs you in automatically. You'll be redirected to the dashboard within a few seconds.
If you don't receive the email:
- Check your spam or junk folder
- Wait a few minutes — delivery can occasionally be delayed
- Click Resend verification email on the confirmation screen to request a new link (available once every 60 seconds)
Verification links expire after 24 hours. If your link has expired, use the resend option to get a fresh one.
Step 3 — Accept the Terms of Service and Privacy Policy
On your first login, Prospo displays a Review & Accept Documents modal before you can access the dashboard. This requires you to read and acknowledge both legal documents.
Terms of Service
The full Terms of Service is displayed in the modal. Read through it, then check the box:
I am a licensed financial planning professional and I have read and agree to the Prospo AI Terms of Service. I understand that I am responsible for verifying the accuracy of all AI-generated content and that my data will be permanently deleted 30 days after account termination.
Click Next.
Privacy Policy
The full Privacy Policy is displayed. Read through it, then check the box:
I have read and agree to the Prospo AI Privacy Policy.
Click Proceed.
The modal cannot be dismissed until both documents are accepted. Acceptance is recorded against your account with a timestamp and a reference to the document version you agreed to.
Step 4 — Set up your organisation profile
Your organisation profile is created automatically during sign-up using the details you entered. You can complete it further from Settings → Organisation once you're in the dashboard.
Set automatically at sign-up:
FieldSource
Organisation name
Entered during sign-up
ABN
Entered during sign-up
Billing contact name
Your first and last name
Billing contact email
Your sign-up email address
Optional fields to complete later:
- AFSL number
- Website
- Logo
- Billing contact phone and address
- Two-factor authentication settings
Only users with the Org Admin role can view and edit organisation settings. The person who creates the account is automatically assigned this role.