Create Account Instructions Create Account Instructions

Step 1: Select Create Account.

Step 2: Complete the form and select Save.

Step 3.  A temporary password will be sent to the email address you provided.

Step 4.  Check your email and login using the password provided.

Step 5.  Change your password.  Passwords must be mixed case, contain a number and be 8 characters or longer.

Step 6. Setup password reminder question and answer.

* Please remember this answer as it will be needed if you forget your password.

Step 7.  You may now request access to applications by clicking 'request access' beside the application you desire access to.

Step 8.  Begin typing the Company Name or NAIC of the company you need rights for.  When the name appears in the drop down list, click it with the mouse or select it using the arrow keys and press enter.

Note: If you require access to more than one company for this application you may do that by repeating the above step. When you have selected all the companies you need, click the submit request button.

Your request has been made when you see the screen below.  It will be reviewed and you will receive a confirmation email when your request has been completed.

After you have been granted access you will notice your home screen now has a list of all of the applications you have been granted access to.  If you need access to another application you don't need to create a seperate account.  Just click the "Available Applications" tab on your home screen and repeat from step 7.

If you encounter any problems with this process please contact us at portal@dfs.ny.gov