Matrix Support

Accessing Matrix Mobile

Before, during, & after a client interaction, Matrix Mobile empowers you with the most important information about your book of business and helps you to maximize your time outside of the office. Logging into Matrix is easy and convenient while on the go. This how-to guide will walk you through the steps of logging into Matrix and how to save an icon to your home screen to access Matrix in the future via the Safari app. Please Note: There is NO Matrix app you can download, only a shortcut you can add via mobile browser using the steps below.

1.  On any smart mobile device open a browser such as Safari on iOS, or Chrome & Firefox on Android and type in your Matrix URL.

2.  Log into Matrix with your company email and password. If you want Matrix to remember you, change the "Remember Me" setting to YES and press Submit

3.  The first time you log in, Matrix will remind you to save Matrix to your home screen. On Safari on iOS, or Chrome or Firefox on Android, tap on the icon Matrix points you to and scroll to select the option to Add to Home Screen.

Keyword Search: Android, iOS, Safari, Chrome, Mobile, iPhone, Matrix App, Google Play, App Store, Matrix Mobile site

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