Setting up your SocialLead account

Getting Started

Get your login information and create your password to access your dashboard

When you first get set up on SocialLead, you will receive an email so you can see your username and set up your password. Note that the email you used to sign up for SocialLead is your username.

You must set up your password before getting access to your SocialLead dashboard.

Set up your password

  1. Click the link in the email that says CLICK HERE TO SET UP

  2. You will be redirected to a page to create a password. Type and re-enter your password in this form

  3. Click Set password

  4. From here, you can now log in and access your SocialLead dashboard at portal.sociallead.io.

Sample Setup Email

Next Steps: Once you've set up your account and are on the SocialLead Dashboard, make sure you set your region/proxy setting and connect your account.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.