General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Forgot Username / Password

For a forgotten Password perform a password reset:

  1. Open PX by double clicking the desktop shortcut (screenshot).
  2. Click the Password Reset button (screenshot).
  3. Enter the email address used when registering in Line 1 (screenshot).
  4. Click the Request Email button in Line 2 (screenshot).
  5. Check inbox for an email from PortfolioXpert with the subject VPM Partners Password Reset (screenshot). If email is not received within a few minutes, check junk folder and/or spam settings.
  6. Copy the password reset code from the email (screenshot).
  7. Paste the password reset code into Line 3 (screenshot).
  8. Enter a new password in Line 4 (screenshot).
  9. Re-enter the new password in Line 5 (screenshot).
  10. Click the Apply New Password button (screenshot).
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