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FactSet - Getting Started: Help Options

Online help is available but you must login to FactSet first!

Click the question mark (?) in the left toolbar to access help options

 

  1. Online Assistant – think of this as a FactSet encyclopedia.  It's searchable help that covers functionality, data, calculations, etc.
  2. eLearning Portal – 70+ online modules with short 8 to10-minute lessons. This option lets you learn at your own. Check it out at https://learning.factset.com
  3. FactSet Tip Sheets – 1-page tips for getting started in different tabs in FactSet (i.e., Company Tab, Portfolio Tab, Industry Tab)  
  4. Help is also available by phone or chat:
  • Phone the 24/7 FactSet Help Desk at 1-877-FACTSET (1-877-322-8738)
  • To access the chat service:
    • log into FactSet Web
    • click on the ? icon on the left menu
    • click on Contact Us
    • click on Chat

FactSet helpdesk

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