1

BloombergRemoteAccess:UserGuide

TableofContents

CREATING YOUR BLOOMBERG ACCOUNT ....................................................................... 2

MAKING A RESERVATION .................................................................................................... 3

CANCELLING A RESERVATION ........................................................................................... 4

CONNECTING TO BLOOMBERG ........................................................................................... 4

BLOOMBERG ANYWHERE .................................................................................................... 5

SUPPORT................................................................................................................................... 7

Thisguideisforfaculty,researchers,staff,andstudentscurrentlyaffiliatedwiththeUniversityofTorontowhowishtoaccessBloombergremotelywhiletheLiKoonChubFinanceLearningCentre(FLC)isclosedasaresultofCOVID-19.RemoteaccesstoBloombergislimitedtoamaximumof2hoursperweekperuserandrequiresanonlinereservation.Usersarealsoaskedtobeginandendtheirreservedsessionsontime.Pleaserefertothe‘MakingaReservation’sectioninthisguideformoredetailedinformationaboutthesepolicies.UserswhoaccessBloombergwithoutmakingareservationwill‘bump’anycurrentusersontheterminal; this is why we are requiring reservations to manage access. FLC staff will bemonitoringusage.UserswhoconnecttoBloombergwithoutreservingatimeslotinadvanceorwhobegintheirsessionorendtheirsessionoutsideoftheirreservedtimeslotmayhavetheiraccessprivilegesrevoked.

2

CREATINGYOURBLOOMBERGACCOUNTABloombergTerminalaccountisrequiredinordertoaccessBloombergremotely.PleaseensureyouhaveanactiveexistingORnewaccountBEFOREyourreservedtimeslot(s).IfyoudonotalreadyhaveaBloombergTerminalaccount,pleasevisittheBloombergforEducationPortalathttps://portal.bloombergforeducation.com/.Once in thePortal,selectthe ‘Signup’ linktosignup foraBloombergMarketConcepts(BMC)account,usingyouruniversityemail(i.e.firstname.lastname@utoronto.ca).

Then,onceyouareloggedintoBMC,clickthe‘TerminalAccess’tabfromthetopmenubarandchoose‘RequestaTerminalLogin’.Aftercompletingandsubmittingtheform,youwillreceiveacall fromaBloomberg fromaBloomberg forEducationrepresentativewhowillverifyyourinformationandwalkyouthroughtheregistrationprocess.If you have an active account but have forgotten your password, please visit theBloombergforEducationPortalathttps://portal.bloombergforeducation.com/toresetyourpassword.

3

Ifyoualreadyhaveanaccountbut ithasbeendeactivateddue to inactivity, pleasecontactBloomberg’sHelpDeskat:+14162035788(Toronto)+12123182000(Americas)+442073307500(Europe,MiddleEast&Africa)+6562121000(AsiaPacific)Ifyouexperienceotheraccountissues,pleasecontactBloomberg’sHelpDeskat:+14162035788(Toronto)+12123182000(Americas)+442073307500(Europe,MiddleEast&Africa)+6562121000(AsiaPacific)

MAKINGARESERVATIONRemoteaccesstoBloombergisavailableonareservationbasisonly.Youcanreserveone-hourtimeslots,withamaximumoftwotimeslots(i.e.twohours)perweek.Timeslotscanbebookedbacktobackorindividuallyoverthecourseoftheweek.Ifyourequireaccessformorethantwohoursaweek,pleasecontactutm.lkcflc@utoronto.catorequestadditionaltimeslots.Onceyouhavemadeabooking,youwillreceiveaconfirmationemail.YouwillalsoreceiveareminderemailanhourinadvanceofyoursessionwithinstructionsandalinktoconnecttoBloombergremotely.Bothconfirmationandreminderemailswillincludealinktocancelreservations.Youareaskedtocheckyouremailtoensureyoureceivetheseemails;pleasecontactutm.lkcflc@utoronto.caifyouhavenot.Tomakeareservation,pleasevisitthefollowinglinkandcompletethereservationform:https://lkc-finance-learning-centre.libcal.com/calendar/bloombergremoteUserswhoaccessBloombergwithoutmakingareservationwill‘bump’anycurrentusersontheterminal;thisiswhywearerequiringreservationstomanageaccess.FLCstaffwillbemonitoringusage.UserswhoconnecttoBloombergwithoutreservingatimeslotinadvanceorwhobegintheirsessionorendtheirsessionoutsideoftheirreservedtime-slotmayhavetheiraccessprivilegesrevoked.

4

CANCELLINGARESERVATIONYouareaskedtocancelyourreservationatleast12hoursinadvance.Tocancelyourreservation,pleaseusethelinkprovidedintheconfirmationandthereminderemailsthatyouwillreceivefollowingareservation.Ifyouareunabletocancelyourownreservationusingtheselinks,pleaseemailutm.lkcflc@utoronto.caforassistance.

CONNECTINGTOBLOOMBERGConnectingtoBloombergremotelyoccursviaBloombergAnywhere.BloombergAnywhereoffersaweb-enabledversionoftheterminal.ABloombergTerminalaccountisrequiredinordertoaccessBloombergremotely.PleaseensureyouhaveanactiveexistingORnewaccountBEFOREyourreservedtimeslot(s).Forinformationabouthowtocreateanaccount,retrievealostpassword,orreactivateanexistingaccount,pleaserefertothe‘CreatingYourBloombergAccount’sectioninthisdocument.BloombergAnywhererequiresaCitrixReceiverclientforbothPCandMacusers.Thisclientcanbedownloadedhere:https://bba.bloomberg.com/Install/Client.IfyouareaMacuserANDareusingSafari(version12andabove),MicrosoftEdge,orGoogleChrome,BloombergAnywherewillNOTrecognize this clientunless ithasbeen installedfromthelinkabove.Please ensure the Citrix Receiver client is installed on your computer prior toaccessingBloombergAnywhere.Youwillneedtoclickonthe.icafilethattheclientgeneratestoaccessBloomberg.

5

BLOOMBERGANYWHEREBloombergAnywherecanbeaccessedat:https://bba.bloomberg.com/.OntheBloombergAnywherewebsite,youwillberequiredtoenteryourlogininformationandpassword.

Ifyouhaveforgottenyourpassword,pleasevisittheBloombergforEducationPortalathttps://portal.bloombergforeducation.com/toresetyourpassword.

6

Afterenteringyourlogininformation,youwillbeaskedtoauthenticatebyreceivingacall,atext,oranemailcontainingasecuritycode.Pleasechooseyourpreferredmethodandinsertthecodeonceyoureceiveit.

Forexample,thefollowingscreenwillbedisplayedifyouchoosetoauthenticateusingatextmessage:

7

Afterenteringthecode,youwillbeaskedtolauncheithertheBloombergTerminalORtheBloombergterminalwiththeorBloombergExceladd-in,asshownbelow.

Onceyoumakeyourselectionandclickon“Launch”,afilenamed“bba.ica”willbeautomaticallydownloadedandyouwillneedtoclickonittolaunchBloomberg.

SUPPORTHelpisavailablethroughtheBloombergTerminal.ByclickingONCEonthegreenHELPbuttoninthetop,leftcorner,the‘GettingStartedwiththeBloombergTerminal’helpmenuorothercontext-sensitivehelpwillappear,dependingonwhereyouareintheterminal.

8

ByclickingTWICEonthegreenHELPbuttoninthetopleftcorner,the‘ContactHelpDesk’windowwillappear.

9

Inadditiontothetypesofsupportlistedinthewindow,youcanrequestassistanceviaemailbyclickingonthe‘1)ContactHelpDesk’redbuttoninthetopleftcorner.Thiswillgenerateascreenliketheonebelow.TheHelpDeskusuallyrespondswithinafewminutesbutcantakelonger,dependingondemand.

AdditionalhelpforBloombergAnywherecanbefoundat:https://bba.bloomberg.net/Help.Thesepagesprovidedetaileduserhelpfor:

• DownloadingfilestoyourPCorMac• WorkingwiththeBloombergExcelplug-in• Systemandbrowserrequirements

Additionalsupportinformationisalsoavailablehere:https://www.bloomberg.com/professional/support/customer-support-overview/Formoretechnicalsupport,pleasecontactBloombergbyemailatbbg.edu@bloomberg.netorbyphoneat+14162035788(Toronto)+12123182000(Americas)+442073307500(Europe,MiddleEast&Africa)+6562121000(AsiaPacific)TheFLCisnotabletoprovidetechnicalsupportforBloombergAnywhere.However,ifyourequireassistancewithyourreservationsorneedtorescheduleyourreservationduetotechnicalissues,pleasecontacttheFLCatutm.lkcflc@utoronto.ca.