Pre-Onboarding Steps

  • In order to complete Onboarding, you must have vPortal access.
  • vPortal is Vertican’s hub for purchasing products, performing administrative functions, and finding manuals and other help information.
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  • Each firm has one vPortal “Firm Admin” to:
    • Receive billing for the firm.
    • Grant users access to vPortal.
    • Reassign the Firm Admin, if necessary.
  • The Firm Admin should go to vPortal and request access.
  • At the bottom of the screen, click “Not a member yet? Click here to apply”.
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  • Enter your information and click [Submit Form].
  • A message will confirm your submission.
  • It takes up to 3 business days to process your request.
  • You will receive an email from <portal@vertican.com>.
  • Please check your junk folder and designate <portal@vertican.com> as a safe sender.
  • Activation Link
    • Click the activation link inside the email from <portal@vertican.com>.
  • Confirm Client Registration
    • Confirm your Client Name.
    • Click the [Confirm Registration] button.
  • Sign the Master Services Agreement (MSA)
    • Read the MSA, which sets forth the basic terms and conditions applicable to the licensing of software and provision of services by Vertican.
    • Check the “I agree” box.
    • Click the [Agree to MSA] button.
    • You will see a confirmation that client registration was successful.
    • Click the [OK] button.
  • Create New Firm Administrator
    • Enter your name, email, and phone number.
    • Enter your desired username and password.
  • Sign the End User License Agreement (EULA)
    • Read the EULA, which governs the use of Vertican software and services.
    • Check the “I agree” box.
    • Click the [Register] button.
  • Log In to vPortal

Once you have completed the above steps, access the Onboarding Guide, which requires vPortal access. Follow the steps to continue your onboarding process.

If you have questions about your onboarding process, please contact the Implementations team.