If a new user is requiring administrator approval, the Firm Admin(s) will have to approve the new user in a Firm Account. The Firm Admin will follow the steps below to approve the new user:
1. Click on the Orange Actions, select Firm Users.
2. On the Firm Users page, locate the user, click on the corresponding Actions button to the right of that user and select Approve User.
User Firm Status will change to Approved.
If you’re still receiving this message when you sign in after being approved, we recommend resetting your password (you can use the same password) and then try signing in again.
If you’re still prompted with the message after taking these steps, please contact support at 1-800-297-5377.