Help with your FactSet assignment

Students: If you need help with assignments that require use of FactSet, please check with your instructor.

FactSet Web training

Note:  You must be logged in to your personal FactSet account to access FactSet training and support pages. 

Tutorials, demo videos, and self-paced courses for both FactSet Web and Workstations can be accessed from the FactSet Online Assistant.

• Navigating FactSet Web 
  • Using Search in FactSet Web
  • Adding FactSet Tabs
  • Features to Gain Back Screen Space
  • Changing Preferences
  • Setting Alerts
  • Creating Watch Lists
  • Accessing Help and Support
• Managing Watchlists and Basic Portfolios
  • Creating a Watchlist
  • Creating a Portfolio
  • Editing a Watchlist or Portfolio

FactSet provides free hands-on instruction through live seminars and web-based training sessions.

The following PDF document will help you to get started accessing and navigating FactSet Workstation.  

• Navigate
• View real-time news
• Monitor market data
• Perform industry analysis
• Perform company analysis
• View company financials

FactSet Client Support is available in the U.S.* at 1-877-FACTSET | 1-877-322-8738 or support@factset.com

Students

Contact FactSet directly for help with registering and logging into their accounts. Requests for help with course assignments should be directed to your instructor. 

Faculty

Contact FactSet for help with all questions, including using the data in their teaching, assignments, and research and for training.  See the "for Faculty" page for more information.

See the Help page on this guide for FactSet's online training. 

*International phone numbers are listed here.