Data Solutions WebPortal Account Creation

Transcription

1 Data Solutions WebPortal Account Creation Introduction The WebPortal is a web-based customer service model introduced by Bloomberg in order to create a more robust and efficient customer service experience for all Data Solutions clients. This service, offered at no cost to the user, is currently available for Data License, BVAL and B-Pipe clients. The system is designed to centralize client support for all of our Data Solutions products allowing you to submit questions directly to the specific group. Benefits Efficient method of submitting and tracking your inquiry or price challenge Target specific product areas and easily attach your files Provides Bloomberg documentation and software Ability to create multiple logins No cost to use

2 Getting Started Creating a Login To create a WebPortal account, the first step is to create a login. 1. Go to 2. Click - Request an additional account Registration Page Begin by entering your personal information in the User Information section of the registration page. The username can be any name you choose and can be alphanumeric or underscore character up to a max of 60 characters long. Please note however, that the address provided must be a valid corporate address in order to be used for your WebPortal login. BVAL accounts with access to a Bloomberg Terminal should populate the Bloomberg Terminal Login field with their Bloomberg username and populate their BVAL account # if you would like to request access to submitting inquiries using the terminal. Personal addresses will not be validated within the system. Under the Firm Level Information

3 1. Enter your B-Pipe ID (BPID#), Customer Number, DL Account # or your BVAL Account #- you do not need to enter more than one. BVAL clients with access to a Bloomberg Terminal should populate the BVAL Account # field in order to submit inquiries using the terminal. 2. Click Submit and you will receive the following response. Login Approval Once your registration for a login has been submitted for approval, it will be reviewed and in most cases, approved, by a member of Data Solutions Support. Upon approval, you will receive an with your username and a temporary password that can be used to log into the WebPortal for your first time.

4 Temporary passwords are valid for 2 weeks from the creation date. Example From: BLOOMBERG MDS ([email protected]) Subject: Bloomberg Data Solutions & Enterprise Products WebPortal A new temporary password has been generated as per your request. Please be sure to log into Change this password immediately. Password must be 8-12 characters, alpha numeric and mixed case are accepted as well as special characters _.@-. This temporary login will expire within the week. Your login is: ABCD Your temporary password is: 1a2bc Account Verification To verify your new account, log into the WebPortal using your username and temporary password combination at You will be asked to create a new password and select an account verification question to be used in the event that you forget the password to your WebPortal account. Please note you may receive a registration error if the password is not secure enough. Your password should be 8-12 characters and have both alpha and numeric characters, with at least one uppercase letter.

5 User Profile Once the account authentication is complete, you will be directed to the User Profile screen under the My Account tab of your Webportal account. The user profile contains your account information, in addition to your sales representative s name and contact details. All contact information can be edited at anytime. It is important to keep your contact information up to date. Select a Profile from the drop down box for your account Click Submit to complete registration