Tour of the member portal
Your member portal at https://www.formationhub.com/member is where you'll spend most of your post-signup time. This article walks through every section.
Sign in
Sign in with the email you used at checkout. If this is your first time: - We sent you a "set your password" email at signup. Use that link to set your password. - If you can't find it: from the sign-in page, click "Forgot password" to get a new link sent. - Set-password links expire 72 hours after we send them — see Can't log in if it's been longer.
Dashboard
The first screen after signing in. Shows:
Active businesses: each LLC you've formed, with its current status (Active, In Formation, Compliance Issue)
Action items: anything that needs your attention (more-info requests, payment failures, upcoming deadlines)
Recent activity: last 5 events across all your businesses
If you have multiple businesses, the top-left has a business switcher. Most other portal pages scope to the selected business.
Filings
Detailed view of every filing in progress or completed for the selected business.
For each filing: - Status (Paid → Processing → Submitted to State → Approved / Rejected / Completed) - State (where you're forming) - Type (LLC formation, EIN application, BOI report, annual report, OA, dissolution) - Order date - Expected next-step date - Direct link to the order
Click any filing to see the full timeline, internal notes (if any), and documents.
Documents
Every file we've generated or received for the selected business:
Articles of Organization (or state's name for it — e.g., Certificate of Formation in DE)
EIN Confirmation Letter (CP-575 or 147C)
Operating Agreement (if bought)
BOI Filing Receipt (from FinCEN)
State Certificate (e.g., Certificate of Good Standing)
Certified copies (if ordered)
Tax documents (W-9s, 1099s, etc.)
Click any document to download. Documents are stored encrypted; we never email PDFs (only deep-links to the portal).
Mailbox
Visible only if FormationHub is your Registered Agent. Shows scanned PDFs of all mail received at our address:
Date received
Sender (auto-parsed when possible)
Category (court, state, IRS, marketing — auto-classified)
Preview thumbnail
Download + Forward original buttons
You'll get email notifications when new mail arrives. Marketing mail is filtered out by default; toggle "Show marketing" in mailbox settings to see it.
See How do I see mail my RA received for the full mailbox workflow.
Compliance Calendar
A unified view of upcoming compliance obligations across all your businesses:
Annual report filings (state-by-state schedule)
BOI updates (within 30 days of any beneficial-ownership change)
S-Corp election deadlines (75 days from formation for new LLCs)
Registered Agent renewal dates
Franchise tax filings (state-specific)
We send email reminders 60/30/7 days before each item. The calendar feed (.ics file) can be subscribed to from any calendar app via Compliance Calendar → Subscribe.
Billing
Current payment method (last 4 digits + brand)
Pending charges (any retry-needed payments)
Billing history with downloadable PDF invoices
Active subscriptions (Registered Agent — renews annually)
Update payment method button
See Billing overview and Failed payment recovery for more.
Account Settings
Profile: name, email, phone, address
Security: password, 2FA, active sessions, sign-out-everywhere
Communication preferences: email frequency, SMS opt-in, marketing opt-out
Data: download all your data, request account deletion
Connected accounts: any third-party logins (Google, etc.)
Referrals
If you've been with us a while, you'll see a referrals tab: - Unique referral link - Friends you've referred + their status (signed up / paid / converted) - Credit balance - Redemption history
See Discounts and referrals for program details.
Help
Bottom-right messenger bubble on every portal page. Opens chat directly to our support queue. We see your account info automatically when you start a conversation.
Navigation tips
Search
Top bar has a search field — searches across filings, documents, mail, and notes.
Keyboard shortcuts
/— focus searchg + d— go to dashboardg + f— go to filingsg + b— go to billing?— show all shortcuts
Dark mode
Top-right profile menu → Toggle theme. We respect your OS preference by default.
Multiple businesses
Top-left business switcher. Selected business scopes the entire portal (filings, documents, mail, compliance, etc.).
What's NOT in the portal (yet)
Team / shared access: each account is single-user only. Roadmap Q3 2026.
Native mobile app: portal is mobile-responsive; iOS/Android apps are 2026-2027.
Accountant-view export: bulk export of all financial data for your CPA — roadmap Q2 2026.
API access: programmatic access to your data — not currently offered.
Common questions
"Why don't I see [feature] in my portal?"
Some features show only when relevant. Mailbox only if you have RA service. Compliance Calendar only if you have at least one Active business. Referrals only after you've been with us 30+ days.
"Can I have multiple email addresses on one account?"
No, one primary email per account. You can change it (Account Settings → Profile) but only one is active at a time.
"Where are my old emails from you?"
Email history isn't yet in the portal. We're considering adding a "Messages" tab in 2026. For now, search your email inbox.
Next steps
Sign in: https://www.formationhub.com/member
Read Your first 7 days if you haven't yet
Enable 2FA: Setting up 2FA
Questions: chat with us in the bottom-right