NOTE: The Quik! Forms Manager (QFM) product is for Broker Dealers, Clearing Firms, and Product Sponsors. Quik! App users, please visit Quik! App Login page.
Before using QFM, users must create an account and have their access activated by the Quik! Forms team.
Step 1 — Sign Up
Navigate to: Quik! Forms Manager Website - Take The Work Out Of Paperwork
Under Create New User, select Sign Up.
Complete the sign-up form.
Note: The sign-up form may request billing information, but QFM itself is free to use.
Possible Sign-Up Troubleshooting:
If you receive an error response, try to clear your browser cache and history. Re-attempt to create your account using a different user-name and password.
Tips: Do not use symbols in your passwords. Shorter passwords using numbers seems to be ideal. Ensure you do not add errant spaces after your field entries as that can sometimes cause an error. For example, do not put 'Quik@Quikforms.com '. Remove that extra space between.
Regarding address entries, even though you checkmark to use the same address as above for billing address, try to re-enter the address information again verbatim.
Step 2 — Activate Your Account
After signing up, email: forms@quikforms.com
Include:
Your username or email used during sign-up
The library you need access to
Our database admin will associate your account with your organization's library. Until this step is completed, you may not be able to log in.
Once our admin completes your registration and activates your account, you will receive a response from our team with a confirmation. If you are in need of your login credentials, we send those securely through Bitwarden. Your username and password will be send separately for security purposes.
What to Expect After Login
When you log in:
You will only see the forms libraries assigned to your organization
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The homepage provides access to:
Manage Forms
Search for Forms
Upload New Forms
Reports