Use the email address your consultant has saved for you. You do not need a Neptune staff account or a password.
Sign in from an email
- Open the proposal or portal button in the email from your consultant.
- Check Email address. A proposal sent to one recipient may fill it in for you; otherwise enter your address.
- Click Email me a sign-in code.
- Check your inbox and junk folder for the six-digit code.
- Enter all six digits. Neptune signs you in automatically when the code is complete. You can also use Sign in if needed.
- If asked which portal to open, choose the correct dealer and record. The proposal link then opens that proposal.
Opening an email link does not request a code by itself. You still need to choose Email me a sign-in code. If you are already signed in with access, the proposal may open immediately.
Request another code
Codes expire after 10 minutes. Use the newest code you requested.
Choose Request a new code to return to the email step and request another code. Choose Change email if the displayed address is wrong. If you already have a current code, use I already have a code on the sign-in page.
For privacy, the code request screen gives the same response whether or not an email has access. If no code arrives, ask your consultant to check your saved email and portal access.
Finish your session
Open the account menu at the top of the portal and choose Sign out when you have finished, especially on a shared device. For help with missing access or a forwarded link, see Portal troubleshooting.