Portal User Client View

There are three ways to access the portal. You receive an invitation via email with a link to the portal website, which may contain your Username and password. You gain access to the portal via a preparer's website, or Go to  https://www.ftwilliam...

You will need your username and password to log in. This must be provided to you by your plan administrator. If you check Save Password, your password will be stored in your browser for the next time you log in. The browser will not store this pas...

If you have logged in once before and have forgotten your password, you can reset your password by clicking the 'Forgot Password' link at the bottom of the login form. You will then be prompted to enter your account info and answer the security que...

To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, enter a new password in the 'Set Password' box and click the 'Save Changes' button in that box...

To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, select or enter your challenge questions and enter your responses in the 'Select Challenge Que...

To change your password, go to the Profile page by clicking the down arrow next to the username button and clicking 'Profile' in the popup menu. Next, click the 'Request Change' button in the 'Demographic Information' box. Edit your demograph...

You can get to the Help page after logging in by clicking the down arrow next to the username button and clicking 'Help' in the popup menu. In the help window, you can search for the answer to your question by typing it into the dropdown box at ...

If this is your first time viewing the document, you may view the document by clicking the appropriate 'Print and Review' link in your ToDo list. Otherwise, continue following the instructions below. If you have access to more than one plan, you...

You can sign the 5500 by either clicking the 'Print and Sign' item in your ToDo list for the plan you wish to sign. Or by clicking the 'E-Sign 5500' link / button on the left side of the page. If you have more than one plan, you may need to sele...

See  How Do I Sign the 5500?  to see how access the 5500 signing page and start the signing process. When you reach step 3 of the signing process, click the 'Use prior year ID and PIN' link above the user ID field. Note that the option to use a p...

Once the 5500 has been filed, you may see the status of the filing. If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Next, click the...

You can edit the 5500 by either clicking the 'Fill in selected fields' item in your ToDo list for the plan you wish to complete. Or by clicking the 'Edit 5500' link / button on the left side of the page. If you have more than one plan, you may n...

Start editing the 5500 as outlined in  How do I Complete the 5500? . Click the 'Upload Attachments' link under the "I'm Done" button in the upper left corner of the page. To upload an attachment, select the attachment type, select your attachme...

If the message you are looking for is one you have not viewed yet, it will show up in your 'Unread Messages' list on the right side of your home page. If the message has not been viewed yet and your plan administrator has added it to your ToDo l...

If you wish to reply to an existing message, click the 'Reply' button in the 'Message Information' pane as described in  How Do I View a Message I Received? . If you wish to start a new message, you can do so by clicking on the 'Send Message' menu...

If the document you are looking for is one you have not viewed yet, it will show up in your 'New Documents' list on the right side of your home or plan page. If the document has not been viewed yet and your plan administrator has added it to you...

If you have a plan document to sign, it will show up in your ToDo list as 'Sign Plan Document'. You can also access the plan document e-signing page by selecting your plan and clicking the 'Sign Document' link / button on the left side of the pag...

After a document has been signed, it will be added to the document list for that plan. See  How Do I View a Document?  for instructions on how to find the document. After selecting the document, click the 'Signing Information' button to see a list...

If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Click the 'Download Annual Questionnaire' link / button on the left side to downloa...

To upload the Annual Questionnaire, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Upload Annual Questionnaire' link / button on the left side of the page. Click the 'Browse...' button to sel...

If you have access to more than one plan, you must first select the plan from the plan dropdown at the top or the plan boxes listed on the left side of the page. Click the 'Download Census Worksheet' link / button on the left side to download th...

To upload the Census Worksheet, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Upload Census Worksheet' link / button on the left side of the page. Click the 'Browse...' button to select your...

To complete the Online Annual Questionnaire, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Online Annual Questionnaire' link / button on the left side of the page. If your plan administrator...

If you have not completed the Online Annual Questionnaire yet, you can select the option from your ToDo list. Otherwise, you can get to the Online Annual Questionnaire by selecting your plan and clicking the 'Online Annual Questionnaire' link / ...

Tasks which require you to submit form information, complete an e-filing, or upload data such as the Online Questionnaire or Census may require you to mark a task as complete. Tasks such as reading a message from your plan administrator, or download...