Welcome To e-Treasury Solutions

User Guide

CONTENTS:


1. REGISTRATION
2. ACTIVATE USER ID
3. LOGIN
4. LOST PASSWORD
5. UNLOCK USER ID
 
 


1. REGISTRATION

Please contact your Financial Planner at AmInvest to register for e-Treasury Solutions. You can check on the status of your registration on the website. Click on the ‘Check Status Of Registration’ link.


Fill-in the User ID applied for and Business Registration No. and click ‘Submit’ to see the status. 




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2. ACTIVATE USER ID


After your registration has been approved, you will receive an email (email example below) with a link to activate your user ID. Click on the activation link in the email to activate your User ID. 




The activation link will redirect you to a page to set up your password and secret questions. Remember to record your secret answers somewhere safe. This will later be used to unlock account. 



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3. LOGIN


Below is the Login screen for investors. You are required to fill-in your User ID, Business Registration No. and Password and click ‘Login’. 






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4. LOST PASSWORD


If you have forgotten your password, there is an option to reset password, via ‘Forgot Password’ link on the login page, shown below:



You are required to fill-in User ID, Business Registration No. and answers to Secret Questions on the Forgot Password screen as below and click ‘Submit’ to reset password:




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5. UNLOCK USER ID


When you have reached the maximum number of wrong password attempts, a message informing that your User ID has been locked will be displayed as below:



If your account has been locked or suspended, you are able to unlock your user ID via ‘Unlock User ID’ link available at the login screen, as shown below:



You are required to fill-in User ID, Business Registration No. and answers to Secret Questions to unlock ID in the Unlock User ID screen as below and click ‘Submit’:


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