On this page you will find the answers to many frequently asked questions related to getting logged into FactSet and using the academic workstation.
The following topics are addressed below:
Login Issues
If you are having logging into your workstation, be sure you are following the steps below:
- Open your web browser, you may use IE, Chrome, or Firefox, and navigate to https://connect.open.factset.com.
- Is this your first time logging in? If so, you will need to click the 'Register' button. You will be prompted to enter your login credentials and receive a one-time passcode via email.
- Not receiving the one-time passcode? Depending on the setup of your school's email system, this email may have gone to your SPAM folder and there can be upwards of an hour delay in receiving this email.
- Be sure you have clicked through the register process only once, each passcode email deactivates the previous and it can be difficult to determine which one you should use. In this case, we suggest waiting an hour before attempting to register again.
- Confirm you are using the correct login credentials, your username is your factset.net ID and it should have been emailed to you. If do not have this email, or have forgotten your factset.net ID, click the 'Forgot Username' link on the https://connect.open.factset.com page.
- If you have your factset.net ID, but do not remember your password, click the 'Forgot Password' link to reset it. An email will be sent to your school email address with further instructions.
Citrix
Citrix will need to be installed in order to launch FactSet Connect. Once logged into FactSet, you will click see a prompt to 'Detect Receiver'. Click this link to determine if Citrix is already installed.
FactSet will attempt to locate Citrix on your machine and you will see the box below. If Citrix is already installed, this box will flash quickly and transition over to the applications screen where you can click the blue F icon to launch FactSet.
If Citrix is not installed, click the 'Download' link. Citrix will download to your machine, click the downloaded file and accept the license agreement and click through to the Install button. Once the install completes, go back to the FactSet window and click the 'Continue' button.
After clicking 'Continue' you should see the applications page below. Click the blue F icon to launch FactSet.
If you are still having trouble launching the application after following the steps above, please call our 24/7 support line at 1.877.FACTSET.
Online Learning Resources
- FactSet's Learning Portal contains recorded training videos on several applications and a three-part training series on using the academic workstation. Click the Catalog option to browse through all available training videos. The Learning Portal is the first tab in your academic workspace, and can be accessed by typing in @LRN into the top search bar.
- Online Assistant is a collection of searchable help pages which cover functionality, data specifics, calculations, and more. You can launch Online Assistant from the question mark icon on the far right of your workspace or from any tab to be directed to the corresponding help page.
- FactSet's Core Certification will teach you how to use FactSet's industry-leading tools to analyze multiple asset classes. You will complete a quiz after each section, and a final exam. Upon successful completion of the final exam you will be able to print a completion certificate for your records.
FAQs
- My FactSet screen is blank when I log in, what do I do?
- Click on the wrench icon on the far right of your screen, go down to workspace and choose open. Select the FactSet category on the left and choose the Academic Workspace. When prompted to save your existing workspace, you can choose no. Once the tabs load you should have the Learning Portal as your first tab. Be sure to click the floppy disc icon on the far right to save this workspace as your default.
- I am used to using a different set of tabs from my prior work experience or internship, how do I change to a different set of tabs?
- Follow the steps above, instead of choosing the Academic Workspace, scroll through the list to find the setup most relevant to your needs.
- How do I register and complete the FactSet Core Certification?
- From the academic workspace, go to the Learning Portal tab and search for "FactSet Core Certification". If you do not have this tab, type in @LRN in the top search bar to load the Learning Portal application.
- My classmates and colleagues have a FactSet login, how do I get one too?
- My login no longer works, what is wrong?
- FactSet access is only permitted for current students. If you have graduated and can no longer log in, your access has been terminated. If are are still in school and need to update your records, please have a copy of your current course records available and email us at academics@factset.com to reissue your ID.
Professor Information
- To request access for all students enrolled in your course, please complete the Bulk Request form and submit directly to academicidrequest@factset.com.
- To request training for your class, please email academics@factset.com.
- If you are interested in downloading large quantities of data for academic research purposes, we do have several data feeds available that can be customized to your needs. Please reach out to your account manager to discuss cost and additional details.
