KWFS - Submitting Data from AccountEdge (US)

Market centers should submit and save their KWFS Financials daily.

If you use AccountEdge in the U.S.:

(For Lonewolf in Canada click here)
(For AccountEdge in Canada click here)

1. Log into mykw.kw.com.
2. Click Technology at the top of the screen.
3. Click KW Financial Statement.
4. At the same time, open AccountEdge.
5. From the AccountEdge Accounts control panel, click Keller Williams Financials.
   
   
   
   
6. In AccountEdge, you will be prompted to enter your Market Center number and the Security Key.
   
   
   
   
7. Type your Market Center number without any extra numbers, like preceding zeros.
8. Switch to the KWFS. Click Display Security Key.
9. Copy the Security Key. Switch to AccountEdge and paste it into the Security Key field. Note: The Security Key is case sensitive. After you’ve initially entered this information, you will just need to confirm it on subsequent data uploads.
10. In AccountEdge, click Send Financial Statement to Keller Williams. 
11. Upon successful upload you will receive the following confirmation message. See the troubleshooting section if you receive any other message.
    
    
    
    
12. Click Display Financial Statement to view the reports
13. Confirm your accounting data.
14. Click Save. 

REMINDER:

• As part of your weekly soft close, submit your financial data to the KWFS and Save.
• As part of your review process, ensure all MC user defined accounts that are in use have the correct name.
• At transmittal, you will need to submit the latest data to complete the transmittal process.