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:

1. 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); and
2. Access the management screen for your account with AssetView.

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.