If your financial professional has invited you to the portal, your invitation will welcome you and ask you to activate your account.
To activate your account on Desktop:
1. Click 'Activate' 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 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 How do I set up MFA on Desktop
You can now proceed with setting up your portal, completing any tasks assigned or signing documents.