To login, you need to enter your Portfolio Manager organization name so we can look up your connection. Here's how you can find what your organization name is on your Portfolio Manager account.
Log in to your Portfolio Manager account, then find the "Account Settings" link in the top right of your homepage.
Your organization name is below your first and last name. Be sure to type it in exactly when you setup a new connection or login (with spaces and matching capitalization). Otherwise, we won't be able to find you!
If you're setting up a new connection, return to the login page and type in your organization name.
If you're logging back into your building dashboard for an existing connection, return to the login page and type your organization name.
We're happy to answer questions and troubleshoot issues. To submit a support request, use the button below or email firstname.lastname@example.org.