If you are unable to log in to AdvisorEngine CRM, the steps you need to take will depend on the following:

• Have you unsuccessfully tried to log in five or more times? If so, you will need to contact an Administrative User at your firm to remove the lockout, or, if one is unavailable, contact AdvisorEngine Support. If logging in is not time-sensitive, the lock will be lifted automatically after one hour.

• If you’re not locked out, but can’t remember your password, use the Forgot your Password? link from the AdvisorEngine login screen if it is available.



Enter the email address associated with your CRM account to receive an email with password reset instructions. Be sure to check spam or junk folders for the email. If you do not receive the email or the link is not available, see the next bullet.

If you receive an error message attempting this step, your account is locked. See above.

• If Forgot your Password? is unavailable, or you are unable to receive the password reset email, you will need to contact an Administrative User of your CRM to have them manually change your password from the Password tab of your User Profile. AE CRM Support is unable to change or reset your password for you.