Get Prosystem Fx Portal

This guide provides a comprehensive overview of how to effectively fill out the ProSystem Fx Portal online. Whether you are a new user or looking for a refresher, this step-by-step instruction will make the process straightforward and efficient.

Follow the steps to fill out the ProSystem Fx Portal online successfully.

1. Click the ‘Get Form’ button to access the ProSystem Fx Portal and open it in the available editor.
2. Upon accessing the portal, you will be prompted to log in using your provided user ID and password. Make sure to enter your credentials accurately. If it is your first time logging in, you may need to change your temporary password.
3. Once logged in, familiarize yourself with the home page. Explore the menu options available to you, such as the Getting Started Ribbon that provides guidance on utilizing the portal's features.
4. To add files to the portal, navigate to the appropriate section and click on the 'Add Files' feature. Follow the instructions to select files from your device and upload them to the designated folder within the portal.
5. If you need to download files, simply double-click on the file name to open the File Download Box. From there, choose to either open or save the file to your computer.
6. After completing your desired actions, ensure to save any changes made. You can choose to download, print, or share the relevant documents as needed.

Begin completing your documents online with the ProSystem Fx Portal now!