How To Register and Create a Financial Profile

This guide provides a step-by-step process to successfully register and create a financial profile in the CMS system, making it easy to manage your financial information online.

Detra Smith-O'Bryant
28 steps
3 minutes

Flhome

Google

Cloverleafcms

Tip! There are 2 ways to locate the CMS.

Navigate to <https://flhome.org/>

**Step 1 to locate CMS -** Click "Client Login/Registration" top of home page.

**Step 2 to locate CMS** - Click "Get Started"

Alert! You can also download a paper copy to print, complete and bring to our office. Must have copies of ALL documents requested. *See image below.*

Click "Register Online"

Click "REGISTER"

Complete the "First Name" field.

Complete the "Last Name" field.

Complete the "Email Address" field.

Complete the "Password" field.

Complete the "Confirm Password" field.

Click "Register"

Now "Create your financial profile"

Complete the information and Click "Begin"

Please thoroughly read all disclosures and Click "Agree"

Complete **ALL** fields and Click "Next"

Click "my account"

Click "My Profile"

Click "Next"

Continue through ALL pages and complete ALL fields.

Once completed, Click "Finish"

Click "Yes" to confirm completion

Select "Click here" to view summary of your information.

ADD ATTACHMENTS - Click "ATTACHMENTS" at top right corner of page

Click "Add Attachments"

Select your files to upload or drag and drop.

Once the file is selected, Click "Upload"

Click to close attachments box.

Navigate to [https://flhome.org/](https://flhome.org/)