What is a personal account, and why do I need one?

A personal account is simply a unique user name and password that allow you to use certain features of the website not available without an individual login.

What features, exactly?

• The SEC Watchlist, which allows you to receive real-time email alerts on company filings of your specification;
• The Document Cart, for storing, bulk-printing, or batch-emailing documents from Knowledge Mosaic;
• Stored Searches on the SEC Filings search page
• Remote access to the website when you are working away from the office (may be prohibited according to your organization’s preferences)
• Control of your news email preferences, provided you receive the news directly from us (individuals who are part of organization-wide licenses may receive their news from an internal distribution list)

If I’m accessing the site through IP authentication, how do I log in with my user name and password?

Click the "Personal Access" link at the upper right of your screen. This will give you a login prompt.

How much extra does a personal account cost?

Nothing, assuming you’re part of an organization-wide license. (If you’re not, then a personal account is equivalent to a single-user license.)

Why do I have to sign up for a personal account to use these features?

Most of these features involve the system memorizing settings and associating those settings with a given user. The system has to know who the user is so it can determine which settings to bring up.

Why do I have to give you my email? And how do I know you won’t share my information?

There are several reasons we need your email, including identifying you with your organization, having contact information for you, and having the ability to send you auto-generated emails associated with the SEC Watchlist and SM News Service (that is, if you elect to receive them). We keep your information strictly confidential and will never share it with a third party. For more information, read our Privacy Policy.

Can I sign up for a Knowledge Mosaic personal account without receiving any email from Knowledge Mosaic?

With the exception of an automatically generated Welcome Email we send when you first sign up, yes. It is also possible we might need to contact you personally to discuss some issue with your account, but we can make sure you do not receive any generic alerts, publications, or marketing emails.

How do I change information (email address, password, contact information, etc.) associated with my personal account?

Currently, we do not offer users the ability to make these kinds of changes online. Instead, just contact us, and we’ll take care of them for you.