Wisconsin Department of Financial Institutions
Strengthening Wisconsin's Financial Future
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Wisconsin Department of Financial Institutions
Strengthening Wisconsin's Financial Future
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Setting Up an AccountIs there a cost to set up an account?Setting up an account is free. The only items you need to provide are a valid email address, account name, and password.back to top Is this web account the same as my old DFI account?No. This is a new Web only account system. If you previously had an account with this department, you will still need to create a new account to utilize this system.Back to top Is the information I provide secure & private?Your information is protected during transmission by our use of Secure Sockets Layer (SSL) software, which encrypts information you input.It is important for you to protect against unauthorized access to your password and to your computer. If you use a shared computer, be sure to sign out when you are finished. Back to top Do I need a credit card to create an account?No, you do not need a credit card to setup an account.Back to top What are the benefits to opening an account?Accounts allow users to keep track of their purchases and provide a quick way to see filing history.Back to top Can I start using the account right away?Setting up the account usually only takes a matter of minutes. After entering your account information, the system will setup your account. Our system will immediately send a confirmation email to the address of your account. You must enter this link into your browser for your account to be active.Back to top Account AdministrationHow do I control who has access to the account?Each account has at least one administrator. The administrator has full edit and delete rights within the account and can create, modify, and delete users of the account.Back to top How many administrators can an account have?An account can actually have more than one administrator. Every administrator has the same rights within the account.Back to top How can I delete or change an administrator?Only another administrator can delete or change an administrator. If you'd like to change the current administrator of the account, create a new administrator and then log into that account to change the existing administrator.Back to top What should I do if my password isn't working?If your password is not working, make sure you are using the correct email address and check your caps lock. If that does not work, click here for password assistance. If you don't remember the email address you used to create the account, please contact us at info@dfi.wisconsin.gov.Back to top How do I change my password?Choose the change password option on the main account page. If you've forgotten your password, click here for password assistance.Back to top Can administrators modify user passwords?No, the administrator cannot modify the passwords of the users of the account. Only the person with access to the email address used to create the account has the ability to change the password.Back to top Can I close the account?To close an account, please sign in to the account and submit a question asking to close your account.Back to top Signing InThe sign in process is not working.Make sure you have activated your account. You should have received an activation email when the account or the user was created.Back to top I forgot my password, how do I sign in?If you've forgotten your password, click here for password assistance.Back to top Does anyone have access to my password?No. Your password is one-way encrypted and stored on our secure server.Back to top Do I need to sign out?It is not necessary to sign out. When you close your browser, you will no longer be logged into the system. For those individuals sharing a computer, signing out out provides an extra level of security.Back to top I forgot the email address I used for my account.Please contact us for help at info@dfi.wisconsin.govback to top It says I need cookies enabled. How do I enable cookies?Please read our cookie help page.Back to top User AdministrationCan I create and activate a new user?The administrator can create users. The user will receive an activation email at the email address entered for that user. The directions in this activation email must be followed before the user is activated.Back to top A user I created didn't get the activation email.We can re-send the activation email. If you are having problems activating a user, send us an email: info@dfi.wisconsin.govback to top Can an administrator change a user's password?Only a person with access to the user's email address can change the password.Back to top What is the difference between a user and an administrator?An administrator has rights to create/edit/delete users and view the order history for all users of the account. Users can only log in and view their order history. Users do not have rights to edit/delete their own information.Back to top What does an AutoFill option do?The primary role of AutoFill options is to help reduce duplicate data entry by the users of the DFI web forms. Information stored in an AutoFill option can be used to quickly and accurately fill out pages in the web form, no need to enter the same contact information over and over.Enter information once in an AutoFill option and reuse the stored information each time you fill in a DFI web form. Back to top What is required to use the AutoFill options?The only required piece of information is the description for the AutoFill option. All other fields are optional. Back to topCan I edit the information after using AutoFill in the form?Yes. After you choose the AutoFill option in the form, you have complete control to edit the information. Back to topWhat is the difference between account level and user level AutoFill options?Account level AutoFill options can be used by any user in the account. They can only be setup by the account administrator. User level AutoFill options are only available to the user who setup that AutoFill option. Typical uses for Account level AutoFill options are secured party and authorizing party. Back to topWhat is the description used for?The description for the AutoFill is what appears in the drop down box on the form. Give the AutoFill option a description that will identify to you (or your users) what the AutoFill option contains. Back to topWhen I use the autofill option in the form, an error occurs.For some pages of the DFI web forms, either an organization name or a individual's name can be used - not both. If you try to use an AutoFill option for this type of page and you have entered both an organization and individual, you will need to delete one of them in that form to complete the application. Back to topAccount ReportingWill I be able to see all the purchases for an account?The account administrator can view all transactions for an account. Also, the administrator can setup the purchase notification to receive an email for each purchase through an account.Back to top Will I be able to see all the purchases for each user of the account?Account administrators are able to view the past transactions of each user. Users can only view their own past transactions.Back to top |