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.
Depending on how your account has been configured by your financial professional, you may be asked to complete MFA setup immediately upon logging in. If your firm has not enabled MFA, you can choose to enable MFA within your client portal to add a second layer of security.
Once MFA is configured, you will use your email address and password to log into your portal and then verify your identity by either entering a temporary code from the Google Authenticator app which you install on your mobile device or answering a set of security questions that have been configured by you.
How secure is your client portal?
My firm has enabled Multi-Factor Authentication (MFA). How do I access my account?
How to do I enable/disable Multi-Factor Authentication (MFA) for my client portal?
How data feeds with Multi-Factor Authentication (MFA) work