Difference between revisions of "E-file User"

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
__NOTOC__
= e-file FAQ - User profile's section =
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>


= Introduction =


The instructions below will explain you how to access the e-file
== 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


<u>'''Step 1</u>:'''
: 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


Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) (Figure 1).
::[[File:Mail from infoechg@bourse.lu.png|700px]]


[[File:Administrator login (adminXXX) (Figure 1).PNG|700px]]
::[[File:Account recovery.PNG|700px]]


(Figure 1)
</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.
:The aim of this improvement is to ease your user experience and the reinforce the security (with the introduction of MFA)
:For now, this feature is only suitable for human users (who needs to access the portal), Sending Service accounts can't used such feature.


:[[File:SSO1.png |300 px]]


=Forgot your e-file password=
: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).


For securit
:If you want to connect using FE fundinfo credentials, select the button
y reasons, we are not allowed to reset administrator passwords without following a specific procedure.
: “Log in with FE fundinfo”.


Your password reset request must be sent by email and paper mail. The paper can be replaced by a fax to speed up the process  =>  '''Fax sending to 28 370 491'''
:'''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.


<u>'''The request must be submitted on letterhead of your company with the following information'''</u>
:[[File:SSO2.png |300 px]]
* User's login
* Email address which is linked to the administrator
* A brief explanation of the reason why you need to change it
* Send your email to '''[mailto:cso.desk@fundsquare.net cso.desk@fundsquare.net]'''


The email must come from the administrator stated above and include all information specified in the fax.
:'''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.'''
If the administrator has left the company, the fax has to be signed by a legal representative of the company.


:[[File:SSO3.png |300 px]]


Once Fundsquare has received and checked your request, we will send you an email with your new temporary password.
: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 (#,?,!, @, %,^,&,*,.).  


<u>'''IMPORTANT NOTE:'''</u> The temporary password has to be changed within 7 days upon receipt.
: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]]


If you have further questions do not hesitate to contact our [[How to contact us|'''Client Support & Operations Desk''']].
: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.


= e-file password policy =
: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:Password.png|300 px]]
:[[File:SSO6.png |300 px]]


(Figure 42)
: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:


The password you will have to provide must follow the rules below:
:[[File:SSO7.png |200 px]]


* At least one upper and one lower case letter
</div></div>
* At least one number
* At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
* At least 8 characters and at most 20


<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>


<u> Please note that </u>:
== 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>


The validity of your password is not limited in time.
<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>


Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.
<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>


Passwords are encrypted in our database and we do not keep them. You may re-use them.
<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>


= Alert notifications =
<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>


Please be informed that you can receive alert notifications by email triggered by specific events.
<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>


<u>Example</u> : Court orders sent by the Luxembourgish judicial police [http://www.cssf.lu/fileadmin/files/Lois_reglements/Circulaires/Hors_blanchiment_terrorisme/cssf13_566eng.pdf (=> CSSF - Circular 13/566)]
<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>


If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the  steps below.


:<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''


<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''




:<u>'''Step 2'''</u>  : Select Update my profile


:[[File:Select Update my profile.png |200 px]]




<u>'''Step 2'''</u>  : Select Update my profile


[[File:Select Update my profile.png |200 px]]
:<u>'''Step 3'''</u>  : Select Customize your notifications.


:[[File:Customize your notifications.png |200 px]]






:<u>'''Step 4'''</u>  : Select the relevant group.


<u>'''Step 3'''</u>  : Verify that your email address registered in your e-file account is valid.
:[[File:Select group555.png |400 px]]


[[File:Your e-file account is valid.png |400 px]]


<u>IMPORTANT :</u>  if your email address is not valid, please ask your [[Administration#e-file_administrator_functions_.28e-file_v1.29|'''e-file administrator''']] to replace it by a valid one.


:<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>'''Step 4'''</u>  : Select Customize your notifications.


[[File:Customize your notifications.png |200 px]]
:<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]]




<u>'''Step 5'''</u> : Select group.
</div></div>


[[File:Select group555.png |400 px]]
<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>
 
<u>'''Step 6'''</u>  : Select the Alert type.
 
[[File:Notification.png |500 px]]
 
<u>IMPORTANT :</u>
 
A green window will pop-up stating that the update has been saved.
 
 
<u>'''Optional Step 7'''</u>  : Receive only your alerts and not the 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]]
 
= Transmisson Module=
 
==  Configuration of keystore ==
 
 
The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.
 
<u>'''Step 1</u>:'''
 
Open the Transmission module
 
[[File:Icon1.png | 300px]]
 
 
<u>'''Step 2</u>:'''
 
-Select the Configuration tab
 
-Click the Browse button
 
-Select your keystore
 
-Click the Import button
 
[[File:ImportKeystore.png | 600px]]
 
 
 
A pop-up windows opens indicating that the import was successful " Change done".
 
[[File:ChangeDone.png | 300px]]

Latest revision as of 16:09, 20 January 2026

e-file FAQ - User profile's section

Page's last update : 20 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
Mail from infoechg@bourse.lu.png
Account recovery.PNG

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.
The aim of this improvement is to ease your user experience and the reinforce the security (with the introduction of MFA)
For now, this feature is only suitable for human users (who needs to access the portal), Sending Service accounts can't used such feature.
SSO1.png
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.
SSO2.png
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.
SSO3.png
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.
SSO4.png
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.
SSO5.png
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:
SSO6.png
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:
SSO7.png
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
Select Update my profile.png


Step 3  : Select Customize your notifications.
Customize your notifications.png


Step 4  : Select the relevant group.
Select group555.png


Step 5  : Select the Alert type.
Notification.png
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.
Alerte Notification.png


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.
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