User Management

User Menu

The user menu is located on the very top right of your screen (to the right of portfolio management menu) that enables you to:

• Lock your database (i.e. prevent access to your database without logging out of your authentication method) or log out entirely (i.e. un-authenticate)
• Access the management screen for your AssetView account

User Settings

In Settings>User, you may see the most recent AssetView Agreements.

Sign In and Unlock

AssetView has multiple layers of security. There are two steps to access your AssetView portfolio.

• The first step is to sign in (ie. authenticate) with Clerk.
• After you have authenticated, the second step is to to unlock your portfolio by entering your passphrase.