This introductory video will help you get started with WealthWorks+. It includes:
- Logging into WealthWorks+ from the Troika Desktop
- Your user credentials and the login screen
- Forgotten passwords
- My profile and changing your password
- Automatic log-out after system timeout
- Logging out
Tutorial Transcript
To log in select WealthWorks+ from the Desktop Launcher or double-click the shortcut, created by your System Administrator, on your desktop. This will open the login screen and you can use the user details you were given to log in. Your user credentials should consist of your initials and a password. If you have forgotten your password, click on 'Forgot Password?' and follow the instructions. If you would like to change your password, you can do this within WealthWorks+ by clicking on your user details and 'My Profile', then select 'Change Password'. Complete the fields and save the new password. If you have been inactive for a period of time, the system will automatically log you out for security purposes. If you need to log out immediately, simply click on the log out button.