Select User Preferences from the platform menu found by clicking the advisor's likeness in the upper right area

Select "Security"

Choose the preferred contact method (email, text on phone, or both)

Enter the validation code to complete MFA Authentication

Upon additional log-ins to the platform, choose to allow authentication for 30 days to remove subsequent validation requests for 30 days

Choose to allow authentication to last for 30 days for a device if desired

Multiple devices may use MFA

Devices may be added and removed on the device manager on the Security page

All log-in types (advisor, delegate, team manager, billing manager) may be required to use MFA

Change authentication email address or phone number as desired

For convenience, the user's email address or phone number populates the preferred communication field