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Logging into portals

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To log in to your portal, navigate to http://netlinksolution.com .

If you want your firm name to show in the header, insert your numeric Firm ID into the web address, represented here by "XXXXXX": http://XXXXXX.netlinksolution.com .

On your initial login, you will be prompted to create a unique password. We strongly recommend that you change your password routinely to protect your firm’s and your clients’ data.

Note: Passwords must contain at least one uppercase character, one lowercase character, one numeric character, and one special character (such as @, #, or $). All passwords expire after 90 days.

We also recommend that you set your account security questions, which will enable you to reset your password easily when needed. See Setting security questions for more information.

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