- How do I create a Username and Password?
- I forgot my password, what should I do?
- How do I update my personal information?
- How do I change my e-mail?
- How do I change my password?
- How do I customize My Portfolio?
- How do I share my portfolio?
- How do I download reports?
- How do I obtain access to a private deal?
How do I create a Username and Password?
- Click Register in the upper left hand corner of the home page.
- Complete required fields including Forgot Password Questions.
- Click Proceed to Next Steps.
- Select Portfolio Preferences.
- Click agreement to Terms and Conditions.
- Click Continue to Complete Registration.
- Confirm information. Click Complete Registration and Log In.
- You are now ready to Log In. You will receive an e-mail notification confirming your registration.
I forgot my password, what should I do?
If you forget your password you can reset your own password by answering at least 3 challenge questions correctly.
- Click Log In.
- Click Forgot your password?.
How do I update my personal information?
- Click My Portfolio (second tab from left).
- Click User Profile.
- Update appropriate information. Click Update.
How do I change my e-mail?
- Click My Portfolio (second tab from left).
- Click User Profile.
- Update e-mail address. Click Update.
How do I change my password?
- Click My Portfolio (second tab from left).
- Click User Profile.
- Click Change Password.
How do I customize My Portfolio?
- Click My Portfolio (second tab from left).
- Click Add Series/Transaction to My Portfolio.
- Select desired issue. Click Add Selected to My Portfolio.
How do I share my portfolio?
- Click My Portfolio (second tab from left).
- Select your Username.
- Enter the e-mail address of the party you wish to share your portfolio with.
- Click Go.
How do I download reports?
For most recent reports:
- Go to desired product tab.
- Select Issuer by clicking Issuer Name.
- Select desired report by checking appropriate boxes.
- Click Download Last Updated for Selected button.
For history reports:
- Go to desired product tab.
- Select Issuer by clicking Issuer Name.
- Click View Reports for desired Series.
- Click Download Selected.
How do I obtain access to a private deal?
Select the desired issue and click Request Private Deal Access.
Complete the Private Deal Request form and click Submit. Once approved, a deal administrator will grant you access to view the deal and you will be notified via e-mail.
Please note, some private deals may not be visible prior to authorization. For these deals you must contact the deal administrator after completing the registration process. Click Resources, Private Deal Request Form to download a Private Deal Request Form. After completion, fax to your product group representative under Resources, Contact Us.
