Creating a New Account

Creating a New Account

Portal Access

Simulated Environment: https://cts.sim.t4login.com/ Live Environment: https://www.t4login.com/

After logging in to the portal, select “Accounts” from the left-hand menu. Select “Create a Account” on the top of the Users page.

You’ll be prompted to enter some initial details:

1. New Account: Enter a unique account name. This cannot be changed once created.

2. Firm: Select the firm the account will belong to.

3. Copy from Account: (Optional) Enter an existing account to copy setup settings from.