You can now enable a trusted third party or single sign on in place of the username and password. You can easily link your social logins with your client portal and use them to log in.
Note: In order to set it up, email address must be the same that is used to activate your client portal and your social login.
1. After activating your account via the invitation email sent by your financial professional, visit the portal and log in using your Username or Email address.
Alternatively, you can sign in by selecting 'Continue with Google'.
2. By choosing to log in via your Google account, you need to choose an account that should be same that you used to activate your client portal.
3. Simpy Click 'Continue' to verify.
4. Once linked, you will need to set up your MFA method.
For more information, see How do I set up MFA on Desktop?
5. Once MFA is configured, you can use Single Sign-On to access your client portal.