Access the page for setting up users from the ‘Users Setup’ link on the Fund Filer sitemap or from ‘Setup’ in the ‘Your Account’ menu.


Simply click ‘Add a user’ and complete the details requested to create your user. Including the user’s email will ensure this person is included in any updates notices or news we issue. Phone is optional but can help if the user subsequently needs support.


Fund Filer offers the option of a username as well as email address, for logging in, should you or any of your users prefer this.