Financial Databases Help Guides: FactSet

"How to Guides' for selected Financial Databases including Bloomberg, Capital IQ, Thomson One, WRDS.

Requesting a FactSet ID / Account

To get an account, go to   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; be sure to check your clutter or spam file for this e-mail

Please note the turnaround time is 24-48 hours

FactSet Certification

FactSet now offers certification CORE training + 3 applications

  • FactSet CORE - basics, navigation, markets and tools 



Learn more about FactSet through it's Learning Portal

eLearning Courses include:

  • Idea Screening
  • Introduction to Portfolio Guide and other related:
    • Portfolio Dashboard 2.0
    • SPAR 3.0 Portfolio Dashboard 2.0 Integration
  • Deals Tab
  • Market Intelligence

FactSet also has ongoing Live Training sessions on multiple topics