Changing a Password

The User Options - Change Password window allows you to change your password. You are required to change your password at least every 90 days. The period of time can be shorter (30, 45, or 60 days), depending on your firm's selection in Login Setup. You can change your password before it expires in User Options. If your password does expire, you are prompted to change it the next time you log in.

To change your password, do the following:

  1. Select User Options on the Application menu.
  2. Click Change Login Profile on the navigation panel.
  3. Click Change password.
  4. Enter your current password.
  5. Enter your new password. Your new password must be at least 8 characters and no more than the maximum length configured in Login Setup, contain an uppercase letter, a lowercase letter, a number, and a special character.
  6. Re-enter your new password to confirm your selection.
  7. Click OK. You will receive an email confirming your password change.