Note: To access most FactSet training and support pages, users will be prompted to log in using your personal FactSet account username and password.
Training options are outlined in the email you received with instructions to complete your account registration.
Tutorials, demos, and self-paced courses for both FactSet Web and Workstations can be accessed at https://learn.factset.com
For other help, consult the FactSet Online Assistant: https://oa.apps.factset.com for training tip sheets, such as:
Using Search in FactSet Web
Customizing the Layout
Creating Watch Lists
Accessing Help and Support
Creating a Watchlist in FactSet Web
Creating a Portfolio in FactSet Web
Editing a Watchlist or Portfolio
FactSet offers live online trainings each month! See upcoming sessions and register using the Live Training Calendar.
Students: If you need help with assignments that require use of FactSet, please check with your instructor or the Business & Management Librarian.
The following 16 page PDF document will help you to get started accessing and navigating FactSet Workstation.
FactSet offers four certification programs that allow you to take a deeper dive into FactSet products. Please note:
For a list of each program's content and time to complete, see this document (Login with your Webster ID.)
FactSet Client Support is available at 1-877-FACTSET* | 1-877-322-8738 or firstname.lastname@example.org
Students may contact FactSet directly for help with registering and logging into their accounts. Requests for help with course assignments should be directed to your instructor.
Faculty may contact FactSet for help with all questions, including using the data in their teaching, assignments, and research and for training. See the "for Faculty" page for more information.
See the Help page on this guide for FactSet's online training.