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License Name:
Serial Number:

Enter your Fund Manager Advisor license name and serial number.   (Your license name/serial can be found in Fund Manager under "Help / About..." or they can be re-sent to you.)

For free trials leave the license name empty and enter your Trial ID for the serial number.  The Trial ID can be obtained in Fund Manager with "Options / Mobile/Web Access / Preferences... / Copy Trial ID to Clipboard". | Privacy Policy | Client Portal