Log into AV and enter your credentials

Product: AccountView

Version: 1.11

Summary

These instructions explain to the client how to log into AccountView (AV) and enter the credentials for your online accounts held at other financial institutions.  

When you enter your account credentials into the service, your passwords are kept entirely confidential. No one can see or use your passwords, but entering them in AccountView enables the service to aggregate the data in the online accounts.

Requirements

• Enable online access to the accounts if they are not already. You may need to coordinate with your Financial Institution to enable online access to your accounts.  
• Talk with your Advisor about which of your accounts the service will access. Your advisor will set up an account for you with the ability to edit your credentials. Your advisor may ask you to provide the link you use to access the accounts. The advisor will create shell accounts that contain minimal account information, and you will enter the credentials and possibly other account information.
• Change any passwords you may have given to your Advisor.  If you have already given any of your login passwords to your Advisor, change them at the financial institution then only provide them to AccountView.

Steps

1. When you receive the email about your new AccountView user account, read it and then click the link to be directed to the login page.

Note: The email is sent to you by the service on behalf of the advisor. Although the advisor may elect to receive a copy of the email, that copy does not include the password.

2. At the login page, enter the login name and temporary password shown in the email, and click Log In. 
3. Change the temporary password, following the requirements listed on the screen.
4. Read the user agreement, and if you agree click Accept.  

Note:To decline, select Decline to log out.

5. After you click Accept, AccountView opens to the Out-of-date accounts tab,
   
   This tab shows accounts for which the system cannot get up-to-date information. The Aggregation Status explains why. The account name may be one that you do not recognize because it was assigned by your advisor. If you get confused, work with your advisor.
6. Select an account and click Edit Account. Edit the missing or incorrect information, starting with the credentials. Enter all of the information exactly as you do to log into the financial institution’s website.

Note: Each financial institution has different requirements for their credentials. For example, in addition to passwords you may need to enter security questions and answers. If you do, they must exactly match the questions and answers used at the institution, including punctuation, spacing, and capitalization. The most accurate way to get the exact question is to copy and paste the question from the financial institution's site. Click the pencil icon to edit the fields.

7. Click Save and Verify to test the credential. In some cases when you click Save and Verify the system will add a question from the financial institution site.
8. Fix any errors if necessary. Watch for typos, which are the most common cause of errors. When you can test the accounts without error, the account setup is complete.
9. After the test is successful, click Save and Close or Save and Aggregate, depending on what you want to do.
10. Click Refresh Table to update the list.
11. Continue updating credentials if needed.
12. Contact your advisor when the accounts are ready or if you have questions. If the feature is enabled, click the Email Advisor link at the top of the screen to compose an email.

Note: Do not include personal information in the email such as account numbers, account access credentials, login information, or passwords. Also, trade instructions are not accepted through emails.

Attribution

Last updated: 10/28/2014

Author: KLS

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