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System Settings: Require Additional Authentication When Signing In
This system setting allows a firm to turn on dual factor authentication. Dual factor authentication requires users—advisors or clients—to answer challenge questions or, if the SMS feature has been enabled for your firm, enter a code sent to their mobile phone in addition to logging in with a username and password.
This is a firm-wide setting. If you enable this feature, all advisors will be required to complete dual factor authentication in addition to entering a password.
To require firm users and clients to log in with dual factor authentication in addition to their username and password, select Require additional authentication when signing in. When you turn on dual factor authentication, the following options are available:
SMS authentication must be turned on separately from basic dual factor authentication. If you would like to use SMS authentication, please contact the Account Management team at TamaracAM@envestnet.com to activate this feature.
To allow firm users and clients to log in only using their username and password, clear Require additional authentication when signing in.
For more information about dual factor authentication, see Require Challenge Questions or Mobile Phone Codes to Sign In (Dual Factor Authentication).
