Private login instructions |

Instructions for first login

When you have received a link for First login in our private site (as requested to fill with the KYC questionnaire, or Digital Certificate, or Model 210 for Non Resident Tax, etc), after clicking the link, you will be driven to the Login’s site, where you will be asked to introduce a Password that must be created by you.

Please, note that to proceed with this initial login you only need to introduce the Password that you are free to create.

Password must be 8 digits mixing numbers and letters (no matter capital letters)

Once you introduce the Password, and Password is confirmed, you will be automatically logged into the site.

It is very important that you do not change or edit the rest of fields of the login site.

Please, keep the password in a safe place in order to recover it in future access/visits to the internal site.

The above instructions are for First Loging

Instructions for second or more login

For future visits, you will be logged with the following data:

User: Your email

Password: Your recent Password created

Sections on Private Site

Once you are logged, you will see several areas as:

Home
Communications
Documents
Customer Data

1.- Home

At Home section you will see tasks pending to be completed, as:

KYC formular that you need to fill. Just click on it and fill the sections with the information demanded.

For this, please, be kindly invited to click in this KYC form and fill with it with the information requested.

You have to do this as the first task when logged. So, please, do not pass to the rest of sections on the site without completing the form first.

Filling the KYC will allow us:

To updated your personal details in our system, as Name, Address, Telephone, etc.
To fulfill with the KYC normative

2.- Communications

This is a conversational chat that you are kindly invited to use for a direct contact with your Team Member in future communications.

You will find 2 type of communications:

Basic ones
Report technical problems

3.- Customer Data

Here you will find your personal data. You are entitled to read the Data, but not to Edit. Your personal data will be updated when your KYC form is completed and processed in our system.