What is MFA?
Multi-factor Authentication (MFA), is a second layer of security that reduces the risk of unwanted access to your account. It requires a two-step identification process every time you login to your account.
Once MFA is setup, logging into your Partner Portal will require your username, password plus the second step of a temporary code or security questions.
Before you begin...
The option to enable/disable MFA at a user level is only possible if MFA is non-mandatory at a firm level.
How to enable MFA for your staff login
1. Download the Google Authenticator App through the Apple App Store or Google Play on your mobile device.
2. From the Partner Portal, click on the dropdown arrow next to your Profile photo.
3. Select 'Open personal wealth portal' from the dropdown menu.
4. You are now viewing your personal portal. Click the arrow next to your profile photo and select 'User Settings' from the dropdown menu.
5. Click on 'Security settings'.
6. Click on ‘Setup MFA’.
7.The 'Configure MFA' window appears. Scan the barcode using the Authenticator app. A code in the app will be generated. Enter the code in the box and click ‘Verify device’.
8. Complete the Setup security questions and recovery email box .
9. Once completed, you will receive notification your setup was successful.
You are now ready to use MFA every time you login!
NOTE: Upon subsequent login's once MFA is configured, you have the option to ‘Answer security questions’ rather than providing an authentication code from the Google Authenticator app. Simply answer the security questions you have set up previously, and click ‘Verify’.
How to disable MFA for your staff login
1. From the Partner Portal, click on the dropdown arrow next to your Profile photo.
2. Select 'Open personal wealth portal' from the dropdown menu.
3. You are now viewing your personal portal. Click the arrow next to your profile photo and select 'User Settings' from the dropdown menu.
4. Select 'Security Settings; and click on the Disable MFA button in RED.
5. A pop-up window opens to confirm the deactivation of MFA. To proceed, click 'Confirm'.
Once MFA has been disabled, you will no longer be required to produce the second layer of identification at each login.