FactSet: Home

FactSet offers comprehensive data and analytics on global financial and economic markets and companies.

FACTSET

Requesting a FactSet ID / Account

To get an account, go to https://advantage.factset.com/academic_idrequest   You will be asked for the following information.  Please allow 24-48 hours for them to reply.

  • First Name
  • Last Name
  • University e-mail address.
  • Please indicate that you are a faculty member; students will have to provide a date of graduation for an expiration date

Factset will get back to you with instructions on how to access the Web product and/or how to download the software.  The software version has a plug-in that you can request. The instructions will also include some information FactSet.  The e-mail with your ID and Password will come from factset.net.admin; be sure to check your clutter or spam file for this e-mail

Please note the turnaround time is 24-48 hours

Login Procedures

Once your ID is active you will receive an e-mail for factset.net.admin with your ID which is your user name.  If you do not receive this e-mail within 48 hours of your request, e-mail them at academics@factset.com and let them know.  Be sure to check your clutter or spam file for this e-mail!

Installed Workstation Instructions!

NOTE:  the installed version is only compatible with Windows or a Windows Parallel on Macs

  • Launch the Download website (www.facset.com/download)
  • Under the Application Downloads, select the download link under the General Release section - choose wither 32 or 64 bit depending on your version of Office.
  • Once the MSI has downloaded, double click the file and click through the Next, Install and Finish buttons
  • After installation is complete, a FactSet Authentication box will pop up for you to type in your factset.net ID and click Continue
  • A one-time passcode will be e-mailed to your university e-mail address (usc.edu)

FactSet Connect Web Access

  • Open Internet Explorer, you must add 'https://*factset.com' to your Trusted Sites (Internet Options>Security)
  • Open the REGISTER LINK and type in your factset.net.ID  You will be e-mailed a one-time passcode, which you will need in order to set your permanent password.
  • Click the Return to Login link on the right, or go to https://launch.factset.com/ enter your username and permanent password to login
  • Click on 'Launch' under FactSet Connect icon.
  • You will need to download the Citrix Receiver  - click the link for your operating system. You do not need an account for Citrix.  Once the download completes, simply click finish.
  • Click on the FactSet Connect link to launch the application.

If this application does not launch, be sure you have added 'https://*factset.com' to your trusted sites.

For questions on logging in, please visit http://solutions.factset.com/academicsupport or if further assistance is required, contact the 24/7 support desk at 1.877.FACTSET and choose option 1

Any current  USC faculty, student or staff member may request a FactSet account.

Student accounts will expire upon graduation. 

Unfortunately our contract does not include USC Alumni or members of the community. 

Access FactSet  on Campus

Non Marshall:  Current USC students and faculty  can obtain a guest ID and password from the library circulation desk at each location to log on to computers.  You must present current USC ID.

You must be a current USC student, faculty or staff member to access FactSet and other databases.

FactSet is available in the following locations:

  • Gaughan & Tiberti Library, Fertitta Hall (JFF 101) - 2 terminals
  • Accounting LIbraries, ACCT 108 - 2 terminals
  • JKP Lab (2nd floor) room 201J 2 terminals - Marshall students only

Portfolio Analysis

Training and Videos

https://youtu.be/3NtiwYIeLAY
https://youtu.be/x2_51JC8gzA