Setting Up Credentials in Filing Manager MAS

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.

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

1. Save your SPRID and password in the FM MAS page by clicking on the cog:

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

2. Make sure your SPRID Agent has been saved in your Portfolios/Entities:

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


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