TECHNOLOGY

Frequently Asked Questions About Technology

Advisor Portal:

Q – I keep getting a Silverlight message even though I already installed Silverlight? Answer


Office 365:

Q – I don’t know my password and I can’t get in to my email? Answer

Q – I want to see my email on my smartphone? Answer

Q – How do I setup Outlook to receive my email? Answer

Q – How do I update my password on Outlook 2016? Answer


Netx360:

Q – I forgot my password and when trying to reset, it asks for my PIN. What’s my PIN? Answer

Q – My Netx360 ID is blocked / suspended? Answer

Q – Should I update my Netx360 to the latest version? Answer


Wealthscape and VIP Access:

Q – I need to install VIP Access on my computer or my smart phone Answer

Q – I will be on a business trip, how do I access Wealthscape without my VIP Access? Answer

Q – Certain functions on my Wealthscape don’t work anymore? Answer

Q – I lost my Wealthscape Screen or my Wealthscape turns to a white screen? Answer

Q – How do I unblock my Wealthscape ID? Answer

Q – I need to re-register my VIP Access? Answer


Netx360

Q – I forgot my password and when trying to reset, it asks for my PIN. What’s my PIN?

A -Your PIN is the last 4 digit of your social security number

 

Q – My Netx360 ID is blocked / suspended

A– Call Pershing support at 888-878-3142. When asked, your PIN number is the last 4 digit of your social security number

 

QShould I Update my Netx360 to the latest version?

AYes


IT Quick Reference Guide

  • •Desktop – Coming Soon!
  • •Wallet – Coming Soon!






Advisor Portal

Q– I keep getting Silverlight message even though I already installed Silverlight?

A -If you’re one of the Firefox users who just updated your Firefox browser to the newest version, you might be having difficulties running Silverlight.A lot of modern browsers such as Google Chrome and Microsoft Edge have stopped supporting plugins like Silverlight due to security and performance issues. Firefox is joining the elite list.

There are two ways to solve this issue:

Use Internet Explorer. In Windows 10, Internet Explorer is hidden. If you can’t find it (It should look like a light blue ‘e’ with golden ring on it) click the following ‘How To’ instructions to pull it up >>>How to pull up Internet Explorer on Windows 10 and Pin the Icon Windows Task Bar

Download Firefox Extended Support Version. Click the following ‘How To’ instructions >>> How to Download Mozilla Firefox Extended Support Release.We apologize for the inconvenience, but there is good news! Our Advisor Portal vendor will drop Silverlight in a couple of months and it will be even easier to access.





Email Office 365

– I don’t know my password and I can’t get in to my email?

A-The great thing about Office365, you don’t need to call Support or Home Office to reset your password, you can do it yourself quickly in 4 simple steps! Click the following ‘How To’ instructions >>>How to download the Self-Reset Password Manual

Note: Self-reset password feature requires you to enter your preferred verification method. I know that most of you have done it during the migration but if you have not, you will need to do so immediately. Click the following ‘How To’ instructions >>>How to Set Up the Verification Method for Office 365

Q – I want to see my email on my smartphone?

A-Click the following ‘How To’ instructions >>>

 

Q– How do I setup Outlook to receive my email?

A-Click the following ‘How To’ instructions >>> Outlook Setup for 365

 

Q– How do I update my password on Outlook 2016?

A- Click the following ‘How To’ instructions >>> Update Password on Outlook 2016 running on Windows 10








Netx360

Q– I forgot my password and when trying to reset, it asks for my PIN. What’s my PIN?

A– Your PIN is the last 4 digit of your social security number

 

Q– My Netx360 ID is blocked / suspended

A– Call Pershing support at 888-878-3142. When asked, your PIN number is the last 4 digit of your social security number

 

Q– Should I Update my Netx360 to the latest version?

A-Yes


Wealthscape

Q– I need to install VIP Access on my computer or my smart phone

A– Click the following ‘How To’ instructions >>> VIP Access Installation

 

Q- I will be on a business trip, how do I access Wealthscape without my VIP Access?

A- If you’re traveling domestically, request a security code via text. Click the following ‘How To’ instructions >>> Coming Soon!

 

Q– Certain functions on my Wealthscape don’t work anymore?

A- Make sure you follow the Supported Browser List >>>If that doesn’t work, log into Streetscape instead of Wealthscape.

 

Q– I lost my Wealthscape Screen or my Wealthscape turns to a white screen?

A- Make sure you follow the Supported Browser List >>>If that doesn’t work, log into Streetscape instead of Wealthscape.

 

Q– How do I unblock my Wealthscape ID?

A– Click the following ‘How To’ instructions >>> How to unblock your Wealthscape password

 

Q– I need to re-register my VIP Access?

A– Click the following ‘How To’ instructions >>> How to re-register VIP access


Wealthscape Investor™

Q– How do I enroll my clients for online access? Answer

AYou can ask your client to self register or send a request to onlineaccess@wisdirect.com Click Here to download self registration guide

 

Q– Can clients reset their own password? Answer

A– Client has the ability to reset their password by clicking Forgot Password?’ link on Wealthscape Investor login page.

Q– How can I help my client reset their online access / password? Answer

A– Advisor can help client with their password reset by sending request to onlineaccess@wisdirect.com

INSURANCE Quick Links

CPS Insurance Services

Highland Capital Brokerage

Producer's Choice Network

TruChoice Financial Group
(The Annuity Store)

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

QUICK LINKS
QUICK LINKS
QUICK LINKS
QUICK LINKS