Reinstalling Steps for Investment Account Manager
« on: June 27, 2018, 01:19:57 PM »
The Investment Account Manager 3 Individual (IAM) User License allows our customers to install IAM on up to three computers for personal use.  It also allows for the reinstallation of IAM in the event of computer malfunction, or installation to a new replacement computer.  The steps below can be used for reinstall/new install/second install. 

  • First, make certain you have a recent backup of your current IAM3 Individual data.  This is required for new installation/reinstallation. Your current installation of IAM3 must reflect an active support policy (if after 1 year of the date of the original purchase). If you have yet to make a recent backup, start IAM3 and use the File Menu | Backup Data choice.

  • Backup your data files, which includes your current support license activation, to a removable/portable drive, i.e. a plug-in drive.  Set this aside for reinstallation.

  • Next, download from our web site the most recent IAM3 trial version for reinstall/new install/second install purposes to the destination computer.

  • Start the trial version and while in demo mode with the supplied demo data showing, select the File Menu | Restore Data choice.  Use the button labeled 'Select Backup' to locate the proper drive letter for the removable/portfolio drive used to make the backup.
  • Selected the most recently create backup file.  Then verify all your prior portfolios are listed for the restore process.  Select all portfolios and also be sure to select the check box to include the backup asset library. Then select the option to restore all.

That's all there is to it. If your backup includes an active support policy, the restore process will migrate all your backup data, as well as convert the demo to a full version, under your original user license.

If you have any further questions, please contact us at
« Last Edit: August 18, 2020, 10:18:06 AM by Forum Administrator »