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Your firm's Short Firm Name (SFN) can be located in the following areas:
The SFN can be found in the original email sent to your firm's SF360 administrator when you first purchased SF360.
In your Simple Fund Migration Utility. In Simple Fund, from the Ribbon Toolbar, Select Data In/Out and then select Migrate Funds. Select the hammer & spanner icon Image Removed to view the SFN. 
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In the example above the Short Firm Name is SimpleFund360.
  • If you are an external party (auditor, adviser etc.), you can ask the original administrator for the SFN. 

  • Zen Section

    HTML Changes

    Your web site web developer will need to use the following HTML source code on your website. They will need to customise the HTML with your own Cascading Style Sheets (CSS) and design to suit your website.

    Your website developer will need to ensure that the form field names and form action URL are not changed in the process. 

    HTML Source Code: 

    Code Block
    <form name="form_login" method="post" action="">
    Username: <input name="j_username" type="text" class="edits"/><br>
    Password: <input name="j_password" type="password" class="edits"/><br>
    <input name="btn_submit" type="submit" value="Sign in"><br>
    <a href="<InsertShortName>">Forgot Password</a><br>


    Input the following where users have access to multiple firms in Simple Fund 360 and you would only like them to access one firm only (input above the username line of code).

    <input type="hidden" name="firm" value="<InsertShortName>"><br>

    You will need to replace <InsertShortName>, with the Short Firm Name provided to you in your Invitation email to SF360. 


    titleLocating your Short Firm Name