Setting a password from your link

Why you are asked

The first time you open a link from your firm, the portal asks you to create a password. The link only proves the message reached you. Your password is what lets you come back later without needing a new link.

Create your password

• Open the link your firm sent you.
• On 'Set up your portal access', check that the email shown is yours.
• Type a password in 'New password' and type it again in 'Confirm password'.
• Click 'Set password & continue'. You are signed in and taken to your portal.

Rules for the password

• It must be at least 8 characters.
• The two boxes must match, or you will see 'Passwords do not match.'
• Choose something only you know. Do not share it, including with your firm. They will never ask for it.

If you already have a password

If the link shows 'Welcome back' instead, a password is already set for that email. Enter it to continue, or use 'Forgot your password?' to choose a new one.

Change it later

• Sign in and open My Profile in the side menu.
• In the security section, type a new password twice.
• Click 'Change password' (or 'Set password' if you never set one).

Reset a forgotten password

• On the sign-in page, click 'Forgot password?', enter your email and click 'Send reset link'.
• Open the email within 1 hour and click the link.
• On 'Set new password', enter and confirm a new password, then click 'Set password'. You are signed in straight away.

Extra protection

On My Profile you can switch on 'Two-factor authentication' with 'Enable 2FA'. You will then also need a code from an authenticator app each time you sign in. Save your recovery codes somewhere safe.

If it does not work

• 'Link invalid or expired' or 'Missing or invalid reset link': request a new one, or ask your firm to resend your portal link.
• 'Could not set your password': check the 8 character minimum and try again, then contact your firm if it continues.