1) Download the credit card authorization form here and fax it to us at (949) 260-2533. After we receive your form we will e-mail you instructions on how to create your account(s) on-line.
2) You will also receive an e-mail containing a Getting Started guide and a brief manual covering the website. You can also download the Getting Started Guide here or the manual here.
3) Finally, you will receive an e-mail containing the applicable template(s) in Microsoft Word format that is used to upload your firm specific information for each issue. Instructions for using the template can be found in both the Getting Started Guide and the Manual.
4) You will automatically receive alert e-mails reminding you to upload your template for each issue. If you have any questions about the system please contact Kim Bagley at (678) 777-8972 or support@topofmind.org.