Difference between revisions of "E-file User"
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__NOTOC__ | |||
= e-file FAQ - User profile's section = | |||
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small> | |||
== Initial Setup == | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible; > | |||
<span id=How_do_I_get_credentials></span> | |||
<div style="font-weight:bold;line-height:2.5;">How can I get credentials ?</div> | |||
<div class="mw-collapsible-content"> | |||
: 1. Ask your local e-file administrator to create an account for you | |||
: 2. As soon as it is done, you will receive an e-mail from no-reply@fundsquare.net, click the link to create your password | |||
::[[File:Mail from infoechg@bourse.lu.png|700px]] | |||
[[File: | ::[[File:Account recovery.PNG|700px]] | ||
</div> | |||
</div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<span id=I_forget_my_password></span> | |||
<div style="font-weight:bold;line-height:2.5;">I forget my password</div> | |||
<div class="mw-collapsible-content"> | |||
:Use the 'Forgotten password' button on the home page | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<span id=How_do_I_login_using_SSO></span> | |||
<div style="font-weight:bold;line-height:2.5;">How do I login using Single Sign-On (SSO)</div> | |||
<div class="mw-collapsible-content"> | |||
:Starting January 23rd, 2026, a new button “Log in with FE fundinfo” will be available on e-file login screen. This will give you access to FE fundinfo SSO, once set up. | |||
:[[File:SSO1.png |300 px]] | |||
:If you would like to use your own company's SSO, please reach out to our support team for onboarding (e-file.support@fefundinfo.com). | |||
:If you want to connect using FE fundinfo credentials, select the button | |||
: “Log in with FE fundinfo”. | |||
:'''If you already have a FE fundinfo account with the same email address than your e-file account,''' you have nothing to do: simply log in with your FE fundinfo credentials on the below login screen. If you’re already connected, you’ll be directly redirected to e-file's dashboard or the user selection screen. | |||
:[[File:SSO2.png |300 px]] | |||
:'''If you’re new to FE fundinfo''', you will need to select “Reset password?” on the screen above and specify the '''e-mail address linked to your e-file account.''' | |||
:[[File:SSO3.png |300 px]] | |||
:You will receive an e-mail enabling you to choose a secure password. Your password should be a minimum of 8 characters with at least 1 Uppercase, 1 number and 1 Special Character (#,?,!, @, %,^,&,*,.). | |||
:After setting your password using the link received on your e-mail address, click again the “Log in with FE fundinfo” button on the e-file landing page and enter your newly created FE fundinfo credentials. | |||
:[[File:SSO4.png |300 px]] | |||
:For increased security, we are enforcing Multi Factor Authentication (MFA) by default. You will have the choice between setting up an authenticator app or using a code sent via e-mail. | |||
:[[File:SSO5.png |300 px]] | |||
:If your e-mail is tied to a single e-file user, you’ll be connected to e-file with this user. | |||
:If your e-mail is tied to multiple e-file users, you’ll be able to select the desired e-file user from the screen below: | |||
:[[File:SSO6.png |300 px]] | |||
:You’ll be redirected to e-file's dashboard as the selected user. Switching between multiple users is now made easy thanks to the user selection button in the top right corner of the dashboard: | |||
:[[File:SSO7.png |200 px]] | |||
</div></div> | |||
< | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">My data is not up to date</div> | |||
<div class="mw-collapsible-content"> | |||
:Follow the [[Onboarding|Onboarding page]] | |||
</div></div> | |||
== Submitting a report == | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to send a 'ready to send' report </div> | |||
<div class="mw-collapsible-content"> | |||
:You can send it through the [[Transmission_Module|Transmission module]]. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to 'reply' to a regulator's questionnaire</div> | |||
<div class="mw-collapsible-content"> | |||
:You can send it through the [[Transmission_Monitoring#Reply|Transmission monitoring]]. | |||
</div></div> | |||
< | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">I want to create a report</div> | |||
<div class="mw-collapsible-content"> | |||
:Some reports can be filled and sent via an e-file form, see the [[ReportGeneration|Report Generation module]]. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I have lots of reports to send</div> | |||
<div class="mw-collapsible-content"> | |||
:We offer an automated solution called the [[Sending_Service_home|Sending Service]].</br>Talk to your local e-file administrator or IT team. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to send a Cross-border notification (notification letter)</div> | |||
<div class="mw-collapsible-content"> | |||
:We offer an wizard to complete the full package (including the notification letter) required for a Cross-border notification, see the [[UCITS_Cross-Border_Notifications|Cross-border Nootification module ]]. | |||
</div></div> | |||
< | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">I want to get my visa-stamped prospectus</div> | |||
<div class="mw-collapsible-content"> | |||
:We offer an wizard to complete the questionnaire and attached the prospectus following the new e-Identification process, see the [[E-IdentificationProspectus|e-Identification prospectus ]]. | |||
</div></div> | |||
[[File | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">I want to use modules not for a filing</div> | |||
<div class="mw-collapsible-content"> | |||
:You can retrieve the list of other modules on this pages [[E-file_Modules|e-File modules ]]. | |||
</div></div> | |||
== Being informed / Monitoring == | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to know my sends' status</div> | |||
<div class="mw-collapsible-content"> | |||
:The [[Transmission_Monitoring|Transmission Monitoring]] module is designed for. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<span id=I_want_to_receive_notifications_by_mail></span> | |||
<div style="font-weight:bold;line-height:2.5;">I want to receive notifications by e-mail</div> | |||
<div class="mw-collapsible-content"> | |||
:You can find a video tutorial <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarise the below process</b> | |||
:<u>'''Step 1'''</u> : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/''' | |||
<u>'''Step | :<u>'''Step 2'''</u> : Select Update my profile | ||
[[File:Select | :[[File:Select Update my profile.png |200 px]] | ||
<u>'''Step | :<u>'''Step 3'''</u> : Select Customize your notifications. | ||
[[File: | :[[File:Customize your notifications.png |200 px]] | ||
:<u>'''Step 4'''</u> : Select the relevant group. | |||
:[[File:Select group555.png |400 px]] | |||
:<u>'''Step 5'''</u> : Select the Alert type. | |||
[[ | :[[File:Notification.png |500 px]] | ||
:The changes are automatically saved upon click. No further validation is required. | |||
:<u>'''Optional Step 6'''</u> : Receive only your alerts and not the whole group's ones. | |||
:Ticking also the group box, the sends from other users of the same reports' group will be ignored. | |||
:[[File:Alerte Notification.png |500 px]] | |||
:[[Category: FAQ e-file]] | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
< | <div style="font-weight:bold;line-height:2.5;">I want to extract some dashboards</div> | ||
<div class="mw-collapsible-content"> | |||
:In the relevant modules, you will find a "reports" button at the top right menu. Please click it and select the appropriate dashboards then use the download button. | |||
</div></div> | |||
Latest revision as of 17:38, 15 January 2026
e-file FAQ - User profile's section
Page's last update : 15 Jan 2026
Initial Setup
How can I get credentials ?
- 1. Ask your local e-file administrator to create an account for you
- 2. As soon as it is done, you will receive an e-mail from no-reply@fundsquare.net, click the link to create your password
I forget my password
- Use the 'Forgotten password' button on the home page
How do I login using Single Sign-On (SSO)
- Starting January 23rd, 2026, a new button “Log in with FE fundinfo” will be available on e-file login screen. This will give you access to FE fundinfo SSO, once set up.
- If you would like to use your own company's SSO, please reach out to our support team for onboarding (e-file.support@fefundinfo.com).
- If you want to connect using FE fundinfo credentials, select the button
- “Log in with FE fundinfo”.
- If you already have a FE fundinfo account with the same email address than your e-file account, you have nothing to do: simply log in with your FE fundinfo credentials on the below login screen. If you’re already connected, you’ll be directly redirected to e-file's dashboard or the user selection screen.
- If you’re new to FE fundinfo, you will need to select “Reset password?” on the screen above and specify the e-mail address linked to your e-file account.
- You will receive an e-mail enabling you to choose a secure password. Your password should be a minimum of 8 characters with at least 1 Uppercase, 1 number and 1 Special Character (#,?,!, @, %,^,&,*,.).
- After setting your password using the link received on your e-mail address, click again the “Log in with FE fundinfo” button on the e-file landing page and enter your newly created FE fundinfo credentials.
- For increased security, we are enforcing Multi Factor Authentication (MFA) by default. You will have the choice between setting up an authenticator app or using a code sent via e-mail.
- If your e-mail is tied to a single e-file user, you’ll be connected to e-file with this user.
- If your e-mail is tied to multiple e-file users, you’ll be able to select the desired e-file user from the screen below:
- You’ll be redirected to e-file's dashboard as the selected user. Switching between multiple users is now made easy thanks to the user selection button in the top right corner of the dashboard:
My data is not up to date
- Follow the Onboarding page
Submitting a report
I want to send a 'ready to send' report
- You can send it through the Transmission module.
I want to 'reply' to a regulator's questionnaire
- You can send it through the Transmission monitoring.
I want to create a report
- Some reports can be filled and sent via an e-file form, see the Report Generation module.
I have lots of reports to send
- We offer an automated solution called the Sending Service.
Talk to your local e-file administrator or IT team.
I want to send a Cross-border notification (notification letter)
- We offer an wizard to complete the full package (including the notification letter) required for a Cross-border notification, see the Cross-border Nootification module .
I want to get my visa-stamped prospectus
- We offer an wizard to complete the questionnaire and attached the prospectus following the new e-Identification process, see the e-Identification prospectus .
I want to use modules not for a filing
- You can retrieve the list of other modules on this pages e-File modules .
Being informed / Monitoring
I want to know my sends' status
- The Transmission Monitoring module is designed for.
I want to receive notifications by e-mail
- You can find a video tutorial here which summarise the below process
- Step 1 : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/
- Step 2 : Select Update my profile
- Step 3 : Select Customize your notifications.
- Step 4 : Select the relevant group.
- Step 5 : Select the Alert type.
- The changes are automatically saved upon click. No further validation is required.
- Optional Step 6 : Receive only your alerts and not the whole group's ones.
- Ticking also the group box, the sends from other users of the same reports' group will be ignored.
I want to extract some dashboards
- In the relevant modules, you will find a "reports" button at the top right menu. Please click it and select the appropriate dashboards then use the download button.