Getting started with your firm

Your firm administrator gives you a private link to set your password. Keep the link private. You do not need to choose a plan or create a separate account.

Sign inCopy Anchor Link

1. Open the password-setting link your firm administrator shared with you.
2. Set your password using the instructions on that page.
3. Go to Kimpton and sign in with the email address your firm used.
4. If you belong to more than one organization, select your firm's organization from the account menu.

If the link is missing or has expired, ask your firm administrator for a new one. See login help if sign-in returns you to the login page.

Find information you can useCopy Anchor Link

1. Open Portfolio and look for a model your firm has published. A model shows target allocations, not live client holdings.
2. Open Vault and look for documents your firm has shared.
3. If something is missing, check the organization in your account menu. Then ask your firm administrator to check your access.

Ask your first questionCopy Anchor Link

1. Open New Agent.
2. Ask about a source you can see. For example: "Summarize the risks in this model portfolio. Show which information you used and its date."
3. Read the answer and check its sources and dates. Ask a follow-up if a point needs more detail.

You can select a specific portfolio or document while composing a question. See Referencing files and data. For more help, contact support.