If you are a new portal user and your financial professional has invited you to the portal, an invitation will be sent to you, welcoming you and asking you to activate your account.
To activate your account:
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 multifactor authentication method, Please follow the steps How do I set up Multi Factor Authentication on Desktop- Classic View
You can now proceed with setting up your portal, completing any tasks assigned or signing documents.