How Do I Set Up My Account and Log In for the First Time?

Here's what to expect when you're granted access to WiseFins for the first time.

1. Account Creation
Once your team shares the company's user list (or requests a new user), WiseFins creates your account.

2. Activation Email & Password Request
You'll receive an Account Activation Email. Follow the instructions to enter your email address, this triggers a second email containing a "Change Password" button.

3. Creating Your Password
Click the Change Password button in that email to open the password creation screen. Your password must meet the following requirements:

• Minimum 12 characters
• Unicode and emoji characters are allowed
• Passphrases (a combination of dictionary words totaling more than 20 characters) are permitted on their own
• If your password is 20 characters or fewer, it must include at least one: lowercase letter, uppercase letter, number, and special character
• Must not contain your name or Global ID
• Must not match any of your last 24 passwords
• Must not contain sequences (e.g., "12345," "qwerty")
• Must not appear in known breached-password databases
• Must not contain common brand names, company codes, cities, countries, days, months, seasons, years, or commonly used passwords

If your password doesn't meet these requirements, you'll see an error explaining what to adjust, simply update it and try again.

4. Confirmation Email
Once your password is successfully created, you'll receive a confirmation email letting you know your account is active. You can now log in to WiseFins at https://software.wisefins.com/web/ using your email and new password.