eservices login instructions Contents

Transcription

1 eservices login instructions Contents Logging onto eservices for the first time... 2 Subsequent log on to eservices... 4 Exiting eservices... 4 FAQ - frequently asked questions... 5 What are the eservices credentials?... 5 What are common eservices error messages?... 5 When will the access to eservices being automatically locked?... 6 When will the access to eservices be disconnected automatically due inactivity?... 6 Which internet browsers are supported for Schroders eservices?... 7 How can I change the text view (size) within eservices?... 7 How can I get eservices support?... 7

2 Accessing eservices Please use the following link to log on to eservices: Logging onto eservices for the first time After receiving your eservices user details (User ID, RSA SecurID and initial PIN), you will be able to log on. Proceed step by step as described below. To enter the secure area of the eservices site - Enter your User ID - Enter your PIN RSA SecurID - Enter the Token Code as shown on your RSA SecurID Press the button Token Code Version eservices login instructions Page 2 of 7 Schroders

3 After the first successful eservices log on, you will be required to change your PIN immediately. - Enter a new PIN (use only numbers a minimum of 4 and a maximum of 8) - Re-type your new PIN in the Confirm new PIN field Press the button The successful change of your newly entered PIN will be confirmed as shown below: Following your successful PIN change you can now log on using the button. Version eservices login instructions Page 3 of 7 Schroders

4 Important: Before you log on to eservices after each subsequent PIN change, you must wait for a new token code e.g. wait up to one minute until a new number is shown on the RSA SecurID, otherwise you will not be able to log on. Token Code RSA SecurID Subsequent log on to eservices Indicator Using your personal credentials (User ID, PIN and Token Code), you are able to log on. Proceed step by step as described below: - Enter your User ID - Enter your personal PIN - Enter the Token Code as shown on your RSA SecurID Press the button Once you have successfully logged on you will be able to use the Schroders eservices. Exiting eservices If you want to exit eservices: Click on Logout (at the top right of the navigation bar) to leave the secure area of eservices After logging off, we recommend that you delete any data stored temporarily on your computer (cache, history, etc.). For further security clarification please consult the online security help. Version eservices login instructions Page 4 of 7 Schroders

5 FAQ - frequently asked questions What are the eservices credentials? The Schroders eservices credential consist of a: - User ID - PIN - Token Code Whilst entering your credentials into the eservices login window, the input is checked directly. The following reminder may be shown: What are common eservices error messages? The following screen will be shown, whenever the information you have entered is incorrect: Version eservices login instructions Page 5 of 7 Schroders

6 The following screen will be shown, when you input an incorrect token code 3 times in succession: When will the access to eservices being automatically locked? After entering the PIN incorrectly three times in succession, the eservices account will be locked automatically. Please note, for security reasons no particular error-message will be shown within the browser when the eservices account is locked. The access to eservices will also be locked, if you have not verified your log on credentials within one month of receiving them. Why is there no message informing me my account is locked? To prevent unauthenticated users from phishing for valid accounts, we do not indicate whether an account is locked or the authentication has failed. What shall I do if I am locked out of eservices? If you are locked out of eservices please get in touch with your relationship manager. When will the access to eservices be disconnected automatically due inactivity? Your session will be disconnected automatically from eservices after 10 minutes of inactivity within eservices. Version eservices login instructions Page 6 of 7 Schroders

7 Which internet browsers are supported for Schroders eservices? Supported browsers are Internet Explorer 8.x/9.x, Firefox 3.x-6.x and Safari 1.x-5.x. You will need the Adobe Flash Plug-in for displaying the full eservices functionality. How can I change the text view (size) within eservices? Changing the font size is a convenient way of having a larger section of the screen displayed if required and thus reducing the need to scroll. Where to find the options for changing font size depends on the browser that you use, we have included instructions for popular internet browsers which may be of use to you. Internet Explorer: "View" "Text Size" "Smaller" or pressing Ctrl and - e.g. Ctrl and + Firefox: "View" "Text Size" "Decrease" or pressing Ctrl and - e.g. Ctrl and + Safari: View" "Make Text Smaller" How can I get eservices support? If you should have any further questions regarding eservices please get in touch with your relationship manager. Version eservices login instructions Page 7 of 7 Schroders