Access Financial AI® Research Reports on FactSet

1. 1

   Request Entitlement to Financial AI®

   1. a

      In the FactSet Workstation, click the User/Settings icon in the top-right corner.

   2. b

      Select User Settings, then Settings.

   3. c

      In the Settings window, select Entitlements from the left-hand menu.

   4. d

      Select the Brokers tab.

   5. e

      Choose Real-Time Research from the product dropdown.

   6. f

      Find Financial AI in the contributor list.

   7. g

      Select Financial AI and click Request Entitlements.

   8. h

      Complete any required contact information and submit the request.

   9. i

      Click Save.

   

   If you are already entitled to Financial AI®, you can skip this section.

2. 2

   Find Financial AI® Research

   1. a

      Open Document Search in the FactSet Workstation.

   2. b

      Select Research.

   3. c

      Click the Contributor/Analyst filter.

   4. d

      Search for Financial AI.

   5. e

      Select Financial AI to browse the available research reports.

If you have any issues, contact us at info@thefinancial.ai.