Before you begin
Access is by invitation. Use a desktop or laptop browser; mobile and tablet access is not available. You can use a phone for your authenticator app. After your first completed sign-in, you will receive a welcome email explaining how to use the portal. It is not sent again when you reset your password or sign in later.
Steps
1. Open the invitation sent to your own work email and select Set up your account. Do not forward the invitation link.
2. Enter and confirm a password with at least 12 characters, including an uppercase letter, a lowercase letter, a number and a symbol.
3. Select Save password. At the sign-in page, enter your work email and new password, then select Continue.
4. Follow the authenticator setup instructions, enter its current six-digit code and select Verify & sign in.
5. Check that the sidebar shows Broker view and that your expected policies appear. Use Sign out beside your name when finished.
Troubleshooting
No invitation: Check junk mail and your organisation’s email quarantine. Ask Happl to confirm the invited address if it is still missing.
Expired or used link: Select Set up your account or reset your password on the sign-in page and request a fresh setup email. Open the newest email in the browser used to request it.
Access denied: Confirm that you are using the portal link supplied by Happl and that you have an account setup.
If the issue is not resolved
Email [email protected] with your work email, brokerage, the error text and when it occurred. Do not include your password, authenticator code or invitation link.