Signing Up and Logging In
Signing Up
Logging In
Signing Up
If you do not yet have a user name and password, you may create one from
any of the financeware.com product pages by clicking the Sign Up link.
As an Investor, you should choose the "Trial Account for Advisors"
option.
Once you have clicked on the
sign-up link, you will see the following options:
Click on "Trial Account
for Advisors" and read the "Individual Customer User Agreement"
carefully. If
you accept the terms of the agreement, click the "accept" button,
and fill out the registration information on the following page. Once
the information is complete, click the "Register" button to
be registered for your free trial account.
If you
have been invited to log on by your Advisor via email, you are set up
with a login name and password (contained in the email invitation), and
do not have to go through the login process above.
Logging In
If you already have an account, click on the login link (pictured at right).
From there, sign in by typing your name and password into the provided
fields. You are provided with the option to save your password by clicking
on the check box.
If you experience problems
logging in due to your computer’s secure certificate, you can choose to
log in using the standard server by clicking the "Standard server
login" link.
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