Welcome Microsoft Windows Users

Instructions:

1. Download Portfolio Director Desktop
2. When prompted for download, we suggest that you select the “Save” or “Save File” button. It is recommended that you do not save the file onto your desktop, but instead save it to your “My Documents” or “Downloads” folder.
3. After the software has completed downloading, double-click the “PortfolioDirector.exe” file and the installation process will begin.
4. After the installation is complete, you should have a “Portfolio Director” icon either on your desktop or on your windows “Start” button under “All Programs”. Run Portfolio Director Professional and continue with the instructions below to begin using it.
5. When you are prompted for sign-on codes enter “admin” for both the username and password, then click on the “Login” button.
6. Read and agree to the License Agreement.
7. When the “Portfolio Director Registration” window appears, choose “I ordered the software and need to enter my registration code”, enter the Registration code provided to you and click on the “OK” button.

The Client Setup window will appear and now you are ready to begin manually adding or importing clients.

Importing Clients:

If you are using any of our supported brokerages, your registration e-mail contains links and further instructions for importing your client’s data. Please refer back to it to continue your setup of Portfolio Director. A list of all supported brokerages can be found on our Support Page.

Manually Adding Clients:

If you are not using one of our supported brokerages, you will need to setup your clients and their accounts manually. Please view our Manual Data Entry Instructions for more information.