Change a client’s password



If you do not record the randomly generated password to send to your client, the process of resetting the password will need to be repeated to generate another code which can then be saved and used by the client.

Removing access to the Client Portal


Your client won’t be automatically notified when you remove his or her access.
If you remove the invitation before your client accepts it, your client will not be able to sign up with the invitation email he or she has already received.
If you remove the invitation after your client accepts it, your client will see a message the next time he or she tries to log in that their advisor has removed their access.
Disabling Two-Step Verification
Two-step verification is an advanced security feature for your clients' accounts that is designed to prevent anyone from accessing the information, even if they know your password. Each client has the option to enable two-step verification for an added layer of security in their client portal > Gear Icon > Security tab.
Sometimes a client will get a new cell phone and need you to disable their previous device and reconnect a new one. To accomplish this please visit the advisor portal > select the client from your list > choose client access tab on the right > select "Manage" next to their email > choose "disable two-step verification" from the dropdown menu. This will allow the client to reconnect two-step verification using their new phone. For questions on establishing two-step verification for the advisors OR client, please click here.
