Note:  Users must log in to their individual FactSet to access support pages.  

For a course assignment

Faculty who wish to use FactSet in their courses may get help with creating assignments and integrating data into their courses from FactSet's academic trainers. On the FactSet help pages, see Faculty/Professor Resources. 

All students will need a FactSet account which can take 1 to 2 business days to process. To expedite this setup, an instructor may request "Bulk ID" accounts for all students in the course.  

Research

FactSet may be "used in the normal conduct of your academic pursuits, such as in conducting academic research, publishing academic papers, and conducting educational seminars and webinars."  If you use FactSet data in your research, please attribute: https://www.factset.com/data-attribution

For additional functionality, faculty may wish to download the Workstation version of FactSet. See the box on this page for more information.    

Support

Faculty

May contact FactSet Support 24 hours a day, 7 days a week for application, project, teaching, and technical support.  

Students

May only contact FactSet Support for help with creating accounts and accessing the database. Students should contact their instructor for help with assignments. 

Training

Online training for FactSet is available on the platform for all users after one registers for a FactSet account.  

In addition to online help, FactSet may provide online group training and in-person for both faculty and students.  Contact Mary Erwin to schedule a session.

Requesting "bulk" Factset IDs

To begin

Please note that you (the professor/instructor) are responsible for teaching your students how to use FactSet to complete your assignment(s).

You will need your own FactSet account before proceeding.

FactSet's directions and form 

Each of your students will need a personal FactSet login. To expedite the process of assigning user IDs to students, faculty may request accounts for all students in their class. FacSet provides directions for completing the process which includes a link to the Academic Bulk ID Request Template CSV file. (Faculty must have a FactSet account to access these online materials.)

Download the CSV form

Go to FactSet's Request Bulk Academic IDs page and download the Academic Bulk ID Request Template CSV file. 

Once you've entered the requested information for each student (see below), save the file as a comma-delimited (.csv) file because that is the only format that FactSet accepts.  

Requested information for each student

Email

• Provide the student's Webster University email to verify that they are eligible students. Factset will send the student's account information directly to this address.
• Remind students to check their Webster email (including their junk/spam folder) and complete their account set-up using the directions given.   

Workstation Type

You are responsible for teaching students how to use FactSet. Design and test your assignment(s) using the appropriate workstation type.

• Web version: With some instruction from you, most students will be able to use the Web version of the database.  
• Installed Workstation: Designate this workstation if you are teaching an advanced course or your students are doing in-depth academic research. 

Graduation Date

• The date(s) must be within five (5) years and formatted as MM/YYYY, for example, 05/2029, not May 2029.
• If opening the CSV template in Microsoft Excel, format the Graduation Date column to text before inputting the graduation date because Microsoft Excel will automatically modify date formats. If you are opening the template CSV in any other text editor, such as Notepad, then this will not apply to you. 

Submit the bulk ID request CSV template 

Save (as a .csv file) and send the completed CSV template form as an attachment to academicidrequest@factset.com. Or, go to FactSet's Request Bulk Academic IDs page and follow the directions to use the Bulk Upload button to submit the .csv file (the only file format that is accepted). 

and notify your students

Please note that all IDs are created at the same time and it may take 1 to 2 business days to process these registrations. Please inform your students when you have submitted this form, so that they may respond to the account creation emails that FactSet will send directly to their Webster email. Remind students to check their junk mail if they do not receive FactSet's confirmation regarding their account. 

If a student already has a FactSet ID, they will still receive an email from FactSet with their account information and login instructions -- which may include how to verify/update their ID or a prompt to change their password.

Here's a video on how faculty can request FactSet IDs for all students in a class

Notice changes to this process?

Please notify Webster University Library’s Business and Management Subject Librarian whose contact info is on this guide's navigation menu. 

FactSet Web

Students in most courses will be able to conduct their research using the Web version of FactSet.  Instructors may wish to request that their course be held in a lab classroom. 

FactSet Installed Workstation 

For more advanced courses, faculty may request that Webster IT download and install the FactSet Workstation in a classroom or lab at their campus.  Note that this process may take several weeks to complete.  If students require Workstation access, please note this in the email when requesting bulk ID creation for your course. Students will not have access to the Workstation by default. For details on this process, please contact Mary Erwin.

On the Webster Groves home campus, the Workstation is now available on all computers in the EAB 208 classroom. 

All registered users may access the standard/Web version of FactSet, which includes most of the same functionality available on the Installed Workstation, including the ability to download reports directly into Excel.  

The Installed Workstation allows the use of an Excel add-in to create and run functions and formulas within an Excel spreadsheet. 

This version is available:

• To be downloaded to one (1) computer per account only.  The software is not compatible with a Mac.
• You will receive download instructions in the registration email you receive from FactSet when you set up your account.
• If you elect to download to a Webster device that requires an administrative password, please complete a Webster IT work order.  Please be prepared to share the download link that you received in your account registration email. 
• If a student requires access to the Installed Workstation, they may be able to use it in a Webster classroom or lab.  Or, you may contact the Business and Management Librarian to facilitate a download. 

The Library provides no training. Check out the Learning Portal tab on the Workstation menu or the training resources at factset.com. Faculty (and librarians) may contact FactSet Support, 24/7 for application, teaching, research project, and technical support. 

Access the FactSet database using the link, below

You may be prompted to first log in to library eResources and to register for your account, if you haven't already done so. 

Note: FactSet may require you to use two-factor authentication using a one-time passcode sent to your Webster email. 

In July 2019, a FactSet trainer shared tips with faculty at the home and international campuses for using FactSet (Web) in the classroom.  Watch this video on the Library's YouTube channel. (Link will open in new window at 49 seconds to skip session setup.)

If you prefer, you may watch the embedded video, below.  [Session content begins at 0:49 (49 seconds); Fast forward to this point.]