Step 4 - Activate your new IRIS Elements account

You’ll receive an email welcoming you to IRIS Elements. Select the activation link to create a new password and complete the setup of your new account

Once you've activated your account, you'll need to buy your new AML product. To do this, select Plan & billing from the cog menu.

For your users

Any additional users will also receive a sign-up link once the migration is complete. By default, new users (aside from you – the Admin user) will have the same permissions assigned to them as they did in the old platform. You can change these later if desired – read more about assigning permissions.

You should ask any additional users to select the sign-up links in their welcome emails when they receive them.

Next step: Step 5 – Apply your discount code and complete purchase