Secure your log-in credentials with multi-factor authentication (MFA).
Set up Multi-factor Authentication
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, authenticator app)
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
Authenticator App Method
Scan the QR code or reveal the secret key to enter into your authenticator application. Enter the 6-digit code provided by your app. Using the authenticator application method disables all other multi-factor methods.
Additional Features
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
Tags: multifactor, security, mfa, email, sms, auth, authenticator
3/2025