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Two-Factor Authentication On Your Advisor Portal

  • Updated

Vestwell takes various measures to help secure your account and your client's accounts, Two-Factor Authentication adds another layer of protection to your account.

You can select your preferred method to receive security codes:

Authentication App

Use the Google Authenticator app or Microsoft Authenticator app to receive codes. You can receive codes without internet or mobile service. 

Text Message

Setup your phone number to receive text messages with authentication codes. 

How To Enable Two-Factor Authentication?

Enabling Two-Factor Authentication is easy. To turn this feature on, follow these simple steps:

You will need your computer and your cell phone handy to set up the phone Two-Factor Authentication.

  1. Log onto your Vestwell advisor portal: https://signin.vestwell.com/
  2. From the home page, click on the 'My Firm' tab to the left of your screen
  3. Under 'Set Up Two-Factor Authentication' select your desired method, this can be through an 'Authentication App' or 'Text Message'

Enabling Authentication App

  1. Install one of the authentication apps Google Authenticator or Microsoft Authenticator on your mobile device
  2. In the Two-Factor Authentication section select 'Setup' on the 'Authentication App' option
  3. Enter your Vestwell password and hit 'Next: Setup'
  4. Open your authentication app and select the plus button (+) and select scan QR code
  5. Then scan the QR code on your screen and hit 'Next: Verify'
    • Note: Your authenticator app will register the Vestwell account
  6. Enter the 6-digit code that shows in your app and select 'Confirm'

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Enabling Text Message

    1. In the Two-Factor Authentication section select 'Setup' on the 'Text Message' option
    2. Enter your Vestwell password and hit 'Next: Setup'
    3. Enter your mobile phone number and 'Next: Verify'
    4. Enter the 6-digit code sent to you by text message and hit 'Confirm'
      • Note: If you do not receive the 6-digit code you can select 'Resend code'
    5. Enter the 6-digit code that shows in your app and select 'Confirm'

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Once an authentication method has been set up you will see an 'Enabled' status.

Use the three dots next to each method to:

Edit

  • Authentication App: Switch between Google Authenticator and Microsoft Authenticator. 
  • Text Message: Update or change your phone number.

Set as Default

If both methods have been set up you can choose which method you would like to use as your default authentication method.

Remove

You may remove any backup method.

We encourage you to mention setting up Two-Factor Authentication with your clients. 

Once you have enabled Two-Factor Authentication logging in is very easy. If you have any questions or require further assistance, please get in touch with us at clientsuccess@vestwell.com 

 

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