To get started with Financial Manager, please select the Enter Financial Manager button above. The instructions in the Financial Manager Quick Start Guide can help you create your uspto.gov account, store payment methods to Financial Manager, and assign user permissions.
Financial Manager is the USPTO's new online fee payment management tool. Financial Manager allows you to:
- Store and manage electronic payment methods, including credit/debit cards, deposit accounts, and EFT accounts online,
- Assign user permissions, allowing selected Financial Manager users to access, use, and/or help manage your stored payment methods,
- Check out quickly without entering detailed payment method information,
- Generate, view, and download reports, including transaction history and monthly statements as Excel, PDF, or CSV files, and
- Pay USPTO fees using a stored payment method from the Patent Maintenance Fees Storefront, TEAS, TEASi, ETAS, OEMS, EFS-Web, and ESTTA.
Check out the Video Introduction to Financial Manager to learn more.
STEP ONE: Create your uspto.gov account
In Financial Manager, select the "Create an Account" button and follow the instructions to create a uspto.gov account. You will need to enter your first name, last name, and email address to get started. The uspto.gov accounts are designed for individuals, not groups or organizations. Future updates will add the ability for users within an organization to share uspto.gov account information between colleagues. Once you've created your uspto.gov account, return to Financial Manager and sign in using your uspto.gov account credentials.
STEP TWO: Store Payment Methods
On the My Payment Methods page in Financial Manager, select the "Add a Payment Method" button and follow the instructions to add a new payment. The "Add a Payment Method" page allows you to create a new deposit account, store your credit/debit card, or set up an electronic funds transfer (EFT) with the USPTO.
STEP THREE: Add Users and Assign User Permissions
On your stored payment method's Summary page, navigate to the Users tab and select the "Add Users to this Payment Method" button. You'll then be able to search for an individual using the email address they used to create their uspto.gov account. Once you've located the user, you can assign user permissions in a manner that best suits your organization's needs. Available permissions include:
- Administrator: Manage stored payment method administrative settings and permissions
- Funds Manager (deposit accounts and EFTs only): Add, withdraw, and transfer funds
- Fee Payer: Submit fee payments using a stored payment method
- Reporter: View and download reports and monthly statements
Each individual user must have their own uspto.gov account to be added to a stored payment method. Please review the Introduction to Financial Manager User Permissions to determine which user permissions you'd like to assign users within your organization.
Reference the Financial Manager Quick Start Guide for a more detailed walk through of this process. You can also download the Financial Manager User Guide and other topic specific resources on the Fee Payment Transition Resources.
If you'd like to speak with one of our help desk representatives, you can send an email to FeesHelp@USPTO.gov or call the USPTO Contact Center at 1-800-786-9199 (select option 3, then option 4).
Deposit Accounts are now green. All deposit account management activities are now conducted online. With Financial Manager, you never have to wait to receive a monthly statement in the mail - you can monitor and manage your deposit account online at any time. This includes administrative changes, EFT replenishments, transfers, withdrawals, and closures.
Once you've stored your deposit account in Financial Manager, you'll be able to sign in and view your deposit account balance online at any time. Your deposit account balance will also display on the new USPTO payment page when you sign in and pay using the "Stored Payment Method" option, enabling you to verify that your account has enough funds to cover the fee payment.
To optimize functionality in Financial Manager, the following deposit account rules now apply:
- Setting up a new deposit account is free.
- Once you open a new deposit account, you have 45 days to fund the account.
- If your deposit account balance ever falls to $0, you have 45 days to replenish the account.
- Deposit accounts that have had no activity for a period of one year can be easily reactivated with the click of a button.
Additional information is also available in the Deposit Account Management section of the Financial Manager FAQs page.