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Setting Up MAS Credentials in Filing Manager

Updated over 2 weeks ago

Overview

As part of the Filing Manager MAS workflow, we require our users to save their MAS SPRID and password in FundApps. This allows our product to submit the short report with the user’s MAS account.

Step-by-Step Instructions

To do this, the user will have to follow these steps:

1. Save your SPRID and password in the Filing Manager's MAS page by clicking on the cog icon on the screen's far right.

The SPRID should be the same as what you would normally use to log into the MAS portal.

2. Make sure your SPRID Agent information has been saved in your Portfolios & Entities, under Form Properties > Regulator IDs.

You are all set and ready to use the Filing Manager MAS.

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