Quik! Forms Manager (QFM) is for Broker Dealers, Clearing Firms, and Product Sponsors.
If you use the Quik! App, this article is not for you — go to the Quik! App login page instead.
Who this article is for: Broker Dealers, Clearing Firms, and Product Sponsors who need access to their forms library in QFM.
What you'll learn: How to create a QFM account, get it activated, log in, and what to do if you get stuck.
Note: Activation is handled by our team and typically completes within 1–2 business days.
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Before You Start
QFM access requires two things, in order:
1. You create an account on the QFM website.
2. Our Forms team activates it and links it to your organization's library.
You will not be able to log in until step 2 is complete. Creating the account alone is not enough.
QFM is free to use. The sign-up form may ask for billing information as part of the standard registration flow — this is expected, and you will not be charged for QFM access.
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Step 1: Create Your Account
1. Go to quikformsmanager.com
2. Under Create New User , select Sign Up
3. Complete the sign-up form and submit it
If sign-up fails with an error, see [Troubleshooting](#troubleshooting) below.
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Step 2: Request Activation
Once you've signed up, email forms@quikforms.com and include:
- The username or email address you used to sign up
- The name of the library you need access to
Our database administrator will link your account to your organization's library and confirm by email when it's done.
Your credentials: If we need to send you login credentials, we send them securely through Bitwarden. For security, your username and password are sent separately. If you receive a Bitwarden link you weren't expecting, contact us before opening it.
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Step 3: Log In
Once you've received activation confirmation, sign in at quikformsmanager.com
What You'll See After Logging In
You will only see the forms libraries assigned to your organization. You cannot view or manage a library your organization does not own.
The homepage gives you access to:
| Manage Forms | Browse and manage your forms library |
| Search for Forms | List the forms in a selected library and sort the results |
| Upload New Forms | Submit new forms or new versions of existing forms |
| Reports | Generate usage, library detail, and field name reports |
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Troubleshooting
I get an error when trying to sign up
1. Clear your browser cache and cookies — see How to Clear Your Cache and Cookies in Any Browser
2. Check for accidental trailing spaces in any field, especially your email address
3. If the billing address section is giving you trouble, re-enter the address manually rather than using the "same as above" checkbox
If none of that works, email forms@quikforms.com with a screenshot of the error.
I signed up but I can't log in
Your account most likely has not been activated yet. Confirm you completed Step 2 and email forms@quikforms.com if it has been more than 1 business day since your request.
I forgot my password, or the site isn't responding
There is no self-service password reset in QFM. You cannot reset your login or password from the site directly — email forms@quikforms.com and we will reset it for you.
I can log in, but I can't see my library
Your account is active but not yet linked to the right library. Email forms@quikforms.com with your username and the library name.
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Next Steps
Once you're in:
1. How to Understand Your Forms Library
2. How to Search for Forms
3. How to Upload New & Updated Forms
4. How to Generate a Report
Need help with anything else? Email forms@quikforms.com with any additional requests or questions.