How to Update MFA
To change your authentication method or update your details, follow these steps:
Click your profile initials in the top-right corner of your dashboard.
Select Security from the menu.
Toggle the Multi-factor Authentication switch to the left to begin the update process.
Choose your preferred method from the dropdown: Authenticator App or Text Message.
If Text Message (SMS) is Selected
Enter your phone number and click Send.
This will trigger a message to the phone number entered containing a code for access.
Input the access code sent to your device into the prompt.
Save your Recovery Codes: You will receive a set of backup codes; store these safely in case you lose access to your phone.
If Authenticator App is Selected
Download a verification app (such as Google Authenticator) to your smartphone.
Scan the QR code displayed on your screen using the app.
Enter the 6-digit code provided by the app into the platform.
Save your Recovery Codes: Secure these backup codes before clicking Next to finalize the setup.
Click Next after you receive the recovery codes to proceed with completing the setup.
Note: We do not have an email option for confirmation with MFA, as this is a security requirement in place to secure your accounts - we actually do not allow sharing of logins, as we want to be sure your dashboard and client information is protected.
*If you need further assistance with resetting your Multi-factor authentication (MFA), please contact support at support@wealth.com.