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Getting Started with FactSet Connect: Home

About FactSet

FactSet Connect features comprehensive data and analytics on global financial and economic markets and companies, in a flexible, easy-to-use, web-based environment.

Coverage includes:

  • Financial data on 70,000+ public and private companies worldwide, with historical coverage for developed markets dating back to the 1980s and for emerging markets starting in the 1990s
  • Close to 2,000 historical financial metrics data items for 70+ countries
  • Historical financial data on 5,000 global indices, as well as fixed income, commodities, alternative investments markets and more

Campus-wide access to FactSet for academic & noncommercial use by students & faculty has been made possible by the Yale School of Management. 

Accessing FactSet Connect

Step 1: Register

  • To get started with FactSet, new users must register and create an individual account using a email address at
  • Upon completion of the registration form, ID requests are typically processed within 48 business hours. You will receive an email from FactSet confirming your registration and with login information.

Step 2: Login

  • Registered users can login at Note: FactSet Connect does not working with Chrome. Please use Firefox or IE. 
  • For help logging in, please refer to the FactSet Connect Instructions or contact the FactSet Help Desk at 1-877-FACTSET (available 24/7)

Access to FactSet Workstation with the Excel Add-In is limited to Yale Faculty and PhD Students . Information on installing the workstation software will be provided to you from FactSet  directly.

Using FactSet Connect

For help getting started FactSet Connect, new users can:

  • Refer to the FactSet QuickStart Guide.
  • Use the FactSet Learning Modules, featuring eLearning courses that can help you learn FactSet at your own pace
    • Click on the Learning tab – located in the upper-left corner of the FactSet desktop.

  • For help with a specific function, try the Online Assistant:
    • Look for the ? icon on the upper-right corner of the FactSet desktop

  • Contact the FactSet Help Desk at 1-877-FACTSET (available 24/7)

Have questions? Contact Erin Wachowicz.

Librarian for Business & Management

Erin Wachowicz's picture
Erin Wachowicz
Center for Science and Social Science Information - C45

Office Hours in Ross Library at Evans Hall:
Monday & Wednesday, 11:30am - 1:00pm
Tuesday & Thursday, 4:00pm - 5:00pm
Office hours are subject to change.
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