Account management process - Canadian Financial Literacy Database

From: Financial Consumer Agency of Canada

To submit a resource, event or funding program for consideration in the database, you need a Financial Consumer Agency of Canada (FCAC) account. Each account requires at least one organization administrator to manage the account.

Sectio​n A: How to create a new FCAC account

  1. Go to the Government of Canada home page (www.canada.ca) and click on the More services tab, then click on the Money and finances link.
  2. Click on the Financial tools and calculators link.
  3. Click on the Canadian Financial Literacy Database link.
  4. Click on the Register button in the Submit to the Canadian Financial Literacy Database box.
  5. Create a username and password by following the requirements listed. When you have finished entering the information, click on the Register button.
  6. Click on Continue. An email verification will be sent to the email provided.
  7. After you have opened the verification email, click on the link in the body of the email in order to activate your account.
  8. Log back into your account using your newly created user name and password. Click on the Login button.
  9. The first time you log into the tool, you will be prompted to read and accept the terms of use

Section B: How to create a new Organization profile in the Canadian Financial Literacy Database

If you don’t already have a FCAC account, see Section A on how to create one.

  1. Go to the Government of Canada home page (www.canada.ca) and click on the More Services tab, then click on the Money and finances link.
  2. Click on the Financial tools and calculators link.
  3. Click on the Canadian Financial Literacy Database link.
  4. Click on the Login button.
  5. Using the dropdown Organizations menu, verify that the Organization does not currently exist in the Database
  6. If the Organization is not listed, select “Organization not listed” from the dropdown menu. Click on Create organization profile.
  7. Enter all Organization information in the Manage Organization form and click on the Save button. 
  8. Once the form is saved, the FCAC Administrator will receive an email outlining your request.
    Note: While waiting for your request to be reviewed, you may create draft items in your Organization, but you will not be able to submit them. ONLY approved organizations can submit items to be published.
  9. After the FCAC Administrator has reviewed your request you will receive an email either approving or declining your request to create an Organization profile. 
  10. Upon approval, your Organization is created and you become the Organization administrator. You can now submit your entries into the database.
  11. If your request is declined, the email you receive will include possible next steps. 

Section C: Becoming an Administrator or a Delegate for an Organization already in the Canadian Financial Literacy Database

If you don’t already have a FCAC account, see Section A on how to create one.

  1. Go to the Government of Canada home page (www.canada.ca) and click on the More Services tab, then click on the Money and finances link.
  2. Click on the Financial tools and calculators link.
  3. Click on the Canadian Financial Literacy Database link.
  4. Click on the Login button.
  5. Using the dropdown Organizations menu, select the Organization that you would like to be associated with. 
  6. Select whether you would like to be associated to the Organization as an Administrator or as a Delegate then click Submit.
    Note: An email request will be sent to the Administrator(s) of your selected Organization.
  7. The Administrator(s) will approve or decline your request and you will receive an email informing you of their decision. If you are declined, the response email will include a brief explanation about why you have been declined. 
  8. Upon approval, your FCAC account is associated to your selected Organization.

Section D: A​ccount Management – Adding a user to your organization profil

If you receive an email with a request from a new user to join your FCAC organization profile:

  1. Click the link in the email to sign into your FCAC account. Upon logging in, you will be taken directly to the Account management page.
  2. Under New User Requests, the username and email of the requestor will be listed along with their desired role.
  3. If you wish to approve the request as is, click on the Approve button. You will be asked to confirm your approval. Click Yes.
  4. If you wish to approve the user as a role other than the requested role, use the Role drop-down menu to select Administrator or Delegate. You will be asked to confirm your approval. Click Yes.
  5. Once approved, the user will receive an email informing them of the result of their request.

Section E: Acco​​unt Management – Removing a user from your organization profil

  1. Click on Account management in the upper right-hand of the screen.
  2. Click on the User Management tab.
  3. Under the Users section, find the username of the user you want to remove from the account.
  4. Click on the red X to the right of their username.
  5. You will be asked to confirm whether you want to remove the user from the account. Click Yes.
  6. The user has been removed and their username no longer appears under Users within the User Management tab
    Note: To modify a user’s role, you will need to delete them from your organization profile first in order for them to be able to request to join again under the newly desired role (see Section C).

Section F: A​ccount Management – Forgot your username or password?

  1. On the login page, click on the link Forgot your password?
  2. If you forgot your username, click on the link Forgot username?
  3. If you remember your username, proceed to step 6 below.
  4. Forgot username: Enter the email address associated with the account to receive your username. Click on Submit.
  5. Forgot username: You will receive an email containing your username. Click on Continue to return to the login page.
  6. If you remember your username, enter it here and click on the Submit button.
  7. You will be prompted to answer the security question on file, as chosen during your account creation process.
  8. Click on Submit to proceed.
  9. You will receive an email with instructions to reset your password.
  10. Click on the link within the email and follow the instructions on the page to complete the Password reset process.
    Please ensure you finish the process promptly, as your password reset can expire. In this case, you will have to start the Password reset process again.

If you have any questions, comments or require assistance, please contact FCAC at financial.literacy@fcac.gc.ca.​​​​

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