Student Guide: Enrolling in a Class Account

Step-by-step instructions for students enrolling in class accounts.

Introduction

For years, professors have been using WRDS class accounts to make financial concepts more engaging and interactive. With class accounts, you get to work with real-life accounting and finance data. On the WRDS platform, you can dive into the data to complete your assignments, whether you're working from home, in class, or in a lab. You can also access the WRDS JupyterHub to create Jupyter notebooks to work with the data.

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New to WRDS? How to Enroll in a Class Account

Enrolling in a class account requires that you register for a WRDS account. You will need the Class Code provided by your instructor.

Use the following link to access the WRDS Registration form at https://wrds-www.wharton.upenn.edu/register/?user_type=class-student

  1. Follow the directions on the Registration form to enter your identifying information.
  2. For the Subscriber, select your school's name from the drop-down list.
  3. Your User type, Class - Students with Code, has been selected by default.
  4. Enter the class code that was provided to you by your instructor as the Class Code.
  5. Click the Register for WRDS button.

WRDS accounts require two-factor authentication. We recommend you use a smartphone for the verification process. First, install the Duo Mobile app on your phone. This free app can be downloaded through your device’s app store. Follow the directions at How to Log into WRDS to register your smartphone and use Duo two-factor authentication to set up your WRDS account.

If you have any difficulty setting up your account please contact WRDS Support at: https://wrds-www.wharton.upenn.edu/contact-support/. When opening your support ticket you must use the email associated with your existing WRDS account or the email you are using to set up the account.

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Already Have a WRDS Account? How to Enroll in a Class

Your instructor should have provided you with a unique “Class Code.” You will need that code in order to enroll in the class.

  1. In the top right corner of the screen, select Your Account > Your Account Info.
  2. Scroll down until you see the Your Classes table and click the Enroll in a Class button.
  3. Enter the Class Code and click Submit.

If you have any difficulty setting up your account please contact WRDS Support at: https://wrds-www.wharton.upenn.edu/contact-support/. When opening your support ticket you must use the email associated with your existing WRDS account.

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Switching from a Class Account to a Different Account Type

Class accounts are only active for the length of the course they’re tied to. You will lose access to WRDS once your class account expires. If you think you’ll continue to need WRDS access after your class ends, it may be a good idea to upgrade your account. For example, if you are an undergraduate or master's student you can upgrade to an Undergrad/ Master’s account. That way you can continue to use WRDS after the class is over. You should start this process prior to your Class account expiration date, while you still have WRDS access.

Switching to a different account type is easy, but does require verification and approval by your institution's WRDS representative. Use the following steps to request a switch from a Class account to another type of account.

  1. Select Your Account Info from the drop-down menu in the navigation bar.
  2. Click the Request Account Upgrade button under Your Account information.
  3. Select the type of account to which you want your account to be changed.
  4. Enter a new expiration date for your account. The maximum time allowed for the new expiration date is determined by what kind of account you are switching to.
  5. Click the Submit button.

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Subsequent Class Accounts

You can enroll in a new class account after your current class account is finished by using the following steps:

  1. Log in to WRDS. The site will prompt you for another Class Code.
  2. Enter the new Class Code and follow instructions on the screen.

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