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Client Statement Login Solutions: 

Top 4 Technical Issues:
I cannot access theClient Statement Sign-in page. (pop-up blocker problem)
I normally use the function ‘Remember my Password ’ but myinfo does not appear in the list anymore.
Why do I receive a security alert telling me that the site certificate has expired or is not yet valid?
I cannot get to the login page.

What operating systems do we support forClient Statement Access?
How do I disable file sharing in Windows products?
What browsers do we support for Client Statement Access?
Where can I get a 128-bit encryption browser?
What are cookies?
Why should I enable cookies?
How do I enable cookies?
What is cache?
To clear browser's cache
What is a firewall?
What is a personal firewall?
What is encryption?
What is a digital certificate?
How to choose a good password

 

I cannot access the Client Statement Sign-in page.

Solution:

If you are using Internet Explorer:

  1. In the Tools menu, select Pop-up Blocker, and then click "Turn Off Pop-Up Blocker" or
  2. In the Tools menu, select Pop-up Blocker and then Pop-Up blocker settings. Once there add the following address to the list of allowed sites: https://www.dundeewealth.com
  3. Then click close and restart your browser. If you are still having trouble, Open your browser and click on the Tools tab.
  4. Select Internet Options from the sub-menu.
  5. Click on the Advanced tab.
  6. Scroll to the bottom of the page where you will see a column with the heading Security (featuring a picture of a padlock).
  7. Please ensure that both the Use SSL 2.0 and Use SSL 3.0 options are check marked. If they are not, please place a check mark beside both options and click the Apply button.
  8. Click OK and close your browser.

If you are using Firefox or Netscape 8.x:

  1. Open your browser and click on the Tools tab.
  2. Select Options from the sub-menu.
  3. Click on the Advanced icon.
  4. Locate the Security column in the list presented.
  5. Please ensure that both the Use SSL 2.0 and Use SSL 3.0 options are check marked. If they are not, please place a check mark beside both options and click the Apply button.
  6. Click OK and close your browser.

If you are using Netscape 6.2x, or 7.x:

  1. Please open your browser, and click on the Edit tab.
  2. Select Preferences from the drop-down menu.
  3. Double Click on Privacy & Security.
  4. Click on SSL that now appears below Privacy & Security.
  5. Please ensure that Enable SSL Version 2 and Enable SSL Version 3 are selected. If they are not, please place a check mark beside both options.
  6. Click Ok and close your browser.

I normally use the function ‘Remember my password ’ but my info does not appear in the list anymore.

Solution:
If you have cleared your cookies or are using another computer. Please re-enter your information. Please note that we discourge the use of having your browser remember these logins and passwords - anyone accessing your computer would have instant access to your statements.

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Why do I receive a security alert telling me that the site certificate has expired or is not yet valid?

Solution:
For Windows:

  1. Double click the time display in the bottom right corner of the system tray, or right click on the time and select ‘Adjust Date/Time’.
  2. Ensure the date and time is current. If necessary adjust the date and time accordingly and then close the window.

For Apple:

  1. Open System Preferences.
  2. Select Date and Time
  3. Adjust the date and time accordingly and then close the window.

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I cannot reach the client statement login page.

Solution:
Verify that pop-up blocking settings of your browser are currently allowing pop-ups from dundeewealth.com.

Block Pop-up Windows
What is a Pop-up Blocker?
A Pop-up Blocker is a browser feature that prevents pop-up ads from appearing. A pop-up window contains advertising and is usually generated by JavaScript code.

Internet Explorer
By default, Pop-up Blocker is turned on in Internet Explorer and set to the medium setting, which means it will block most automatic pop-ups.

Changing Pop-up Blocker settings

  1. Open Internet Explorer.
  2. In the Tools menu, select Pop-up Blocker, and then click Pop-up Blocker Settings.

Block Pop-up Windows with FireFox

Changing Pop-up Blocker settings

  1. Open FireFox.
  2. In the Tools menu, select Options, and then the ‘Content’ tab.
  3. Put a tick in ‘Block Popup Windows’ option.

Note: Un-checking the Block Popup Windows option will disable pop-up blocking.

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What operating systems do we support for Online Client Statements?

  • Windows 2000 / NT
  • Windows XP
  • Macintosh OS X

How do I disable file sharing in Windows products?
Windows family of operating systems uses a feature called "File Sharing" which allows other computers on the network to access your PC, even from across the Internet. The help feature included in the Microsoft products will help you disable this feature (click on Start, then Help, then Index and type "disabling folder or drive sharing" to find out instructions).

What browsers do we support for Client Statement Access?

  • Internet Explorer 5.5 and up for Windows platform
  • Netscape 6.2 and up for Windows platform and Macintosh
  • Firefox 1.0 for Windows platform and Macintosh
  • Safari 1.2.3 for Macintosh

Where can I get a 128-bit encryption browser?
If your browser does not use this level of encryption, please download a browser with 128-bit encryption to use Online Client Statements.
Please note that we do not endorse specific Internet browsers. Following are links to some of the more commonly downloaded Internet browsers available today:

What are cookies?
Cookies are very small text files sent by a web site to your Internet browser. The main purpose of cookies is to identify users and possibly prepare customized Web pages for them. When you enter a Web site using cookies, you may be asked to fill out a form providing such information as your name and interests. This information is packaged into a cookie and sent to your Web browser which stores it for later use. The next time you go to the same Web site, your browser will send the cookie to the Web server. The server can use this information to present you with custom Web pages.

Why should I enable cookies?
Our web servers use "session" cookies that only exist while you are signed into Client Statements and are automatically deleted when you sign off. Our session cookies will not damage your computer, divulge private information, compromise your security or perform a search on your personal computer files. The specifically uses session cookies are for navigation purposes to assist our efforts in providing a robust, secure and technologically advanced system to meet your needs.

How do I enable cookies?
To access online statements, change your browser settings to accept cookies. Following are the detailed instructions about changing your settings on your browser:

  • Internet Explorer 5.x settings
    1. click on "Tools" in the menu bar,
    2. select "Internet Options".
    3. click on the "security" tab (second at the top),
    4. click on "Internet" icon.
    5. adjust the slider on the bar to the desired level. The chosen level can be customized: press "Custom level…" button.
    6. click "OK"
  • Internet Explorer 6.x settings
    1. click on "Tools" on the menu bar
    2. select "Internet Options"
    3. click on "Privacy" (third tab at the top)
    4. adjust the slider on the bar to the desired level. If you click on "Advanced", you can customize the chosen level.
    5. click "OK"
  • Firefox 1.0 or Netscape 8.x settings
    1. Click "Tools" and select Options on the Firefox menu bar.
    2. Click the "Privacy" Icon on the option menu bar, to open the Privacy Properties.
    3. Click on the PLUS sign in front of the Cookies option to extend the menu.
    4. Add a check mark to the box in front of Allow sites to set cookies option.
    5. Remove the checkmark from the for the originating web site only option.
    6. Click the down arrow to expand the drop down menu after the Keep Cookies field and select “until they expire”.
      Note: If this option is already checked, close the window to accept the Cookies settings.
    7. Click "Ok" to return to the browser main page.
    8. Exit and re-launch the browser.
  • Netscape 6.2x or 7.x settings
    1. click on "Edit" on the menu bar
    2. select "Preferences"
    3. under "Category" column on the left hand side, click on the little right-pointing arrow in front of "Privacy and Security" to see the submenu
    4. click on "Cookies"
    5. choose one of the three levels of cookie acceptance (you can also choose to be warned before a cookie is stored on your computer)
    6. click "OK"

What is a firewall?
A firewall helps to limit online access to only those with proper authorization. Consider a firewall as a virtual wall that separates a trusted environment (such as corporate or home networks) from untrusted environment (such as the Internet) by controlling and regulating the traffic between these two environments such that the trusted environment is protected from any harmful activity (such as viruses, worms or intrusion attacks) initiated on the untrusted side.

What is a personal firewall?
A personal firewall (sometimes called a desktop firewall) is a software application used to help protect a single Internet-connected computer from intruders. Personal firewall protection is useful for users with "always-on" connections such as DSL, cable modem or dial-up connections. Often compared to anti-virus applications, personal firewalls work in the background, to help protect the integrity of the system from unauthorized access by controlling Internet connections to and from a user's computer, filtering inbound and outbound traffic, and alerting the user to attempted intrusions.

What is encryption?
Encryption is a technique used to help safeguard private information while it is sent via the Internet. To recognize that your transmission is encrypted, some browsers will display a small icon on your screen that looks like a padlock or a key, and the URL (the address or location at the top of the browser) starts with "https" instead of "http" (the extra "s"). (SFCI) Dundee uses 128-bit encryption, which is a very high form of encryption. In order to use our Client Staements, you must have a 128-bit encryption level browser.

What is a digital certificate?
A digital certificate is an electronic "passport" that authenticates a web site when doing business or other transactions on the Web. It is issued by a certification authority (such as Entrust and Verisign). It contains, amongst other things, the name, a serial number, expiration dates and the digital signature of the certification authority, so that a recipient can verify that the certificate is genuine. You can verify a digital certificate by clicking (or double-clicking) on the closed padlock that comes up at the bottom of the browser when doing business with a secure web site.

What is cache?
Cache has been designed to improve performance and reduce network traffic. When you view a web page, it is stored in both your browser's memory cache and/or your computer's disk cache. Your browser relies on its memory cache when you use the browser's "Back" button. Rather than going to the network to retrieve the page, the page is retrieved from the browser memory cache. To help protect the confidential nature of your personal information, we highly recommend that you clear your browser's memory cache or close your browser (which will also clear the browser memory cache) after logging out of your Online Client Statements session.

To clear your cache
If you are using Netscape Navigator 6.2x or 7.x:

  • from your browser menu select: Edit
  • from the Edit drop-down menu select: Preferences
  • the "Category" list (on left side of the Preferences window), open the sub-menu for "Advanced" by clicking on the little right-pointing arrow
  • from the Advanced sub-menu, click on the word: Cache
  • from the Cache window select: Clear Memory Cache & Clear Disk Cache; then select the OK button at the bottom of the Cache window.

If you are using any version of Microsoft Internet Explorer 5.x:

  • from your browser menu select: Tools
  • from the View drop-down menu select: Internet Options
  • on the "General" tab (the 1st one at the top) look for the "Temporary Internet Files" section near the middle of the window,
  • click on the "Delete Files" button
  • a new window appears. Check the little box that says: "Delete all offline content". Click the "OK" button. An hour glass tells you that files are being deleted.

If you are using Firefox 1.0 or Netscape 8.x

  • Click "Tools" and select "Options" on the Firefox menu bar.
  • Click the "Privacy Icon" on the Option menu bar to open the Privacy Properties.
  • Click "Clear" across from the Cache option.
  • Click "Ok" to return to the browser main page.
  • Exit and re-launch the browser.

For users of other browsers, please refer to your browser's documentation on memory/disk caching.

How to choose a good password

DO

  • use 6-digit passwords. Avoid birthday dates, numeric sequences or any other combinations that can be easily guessed
  • change your passwords frequently
  • use different passwords for every system you access

DON'T

  • use words from dictionaries, names of friends or relatives, calendar dates or common phrases
  • use combinations of your name and initials
  • tell anyone your password
  • write passwords on easily accessible places such as your desk calendar or under your keyboard