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MGT2251: Case Competition Research Guide

FACTSET: ACCESS

FactSet is a database that offers:

  • close-to-real-time and historical public company, industry, market and economic data;
  • charting and portfolio management applications; and
  • private company and venture capital investment information.

FactSet can be accessed with a free individual account OR via a Secure Remote Desktop option.

Individual Accounts

An individual FactSet account was previously requested on your behalf by the FLC.  As a result, you should be able to access FactSet, using at least one of the two versions available:

  • FactSet Web
    • Works with all operating systems (Mac, PC or Chromebook)
    • Offers access to all of the content found in the FLC Workstation version except for the Excel templates.
  • FactSet Workstation
    • Must be downloaded to your computer and only works with Windows-based computers (PCs)
    • Includes Excel templates that are not available in the Web version

If you do not appear to have been issued an account, please contact the FLC at utm.lkcflc@utoronto.ca so we can investigate and use the remote access option.

If you were issued an account but cannot access FactSet, please contact FactSet Support:

Remember: FactSet will send a passcode each and every time you log in to authenticate you as a user.  Please check your official University email account for the email from FactSet containing the passcode.

Secure Remote Desktop

FactSet can be accessed remotely on one of the FLC's workstations, using UTM Citrix Cloud's Secure Remote Desktop solution.

For instructions on how to use this option, please consult this guide.  Please note that free, downloadable Citrix software is required.