Enhanced Authentication, commonly referred to as two-factor authentication, adds an extra layer of security to your Client Access account and is an easy, effective way to help keep your data safe. This common security feature provides a one-time code via text message or voice call, which you simply enter in the field provided to confirm your identity and log in to your account.
In the past, Enhanced Authentication has been an optional feature. In an effort to better protect your account from fraud and unauthorized use, beginning May 2020, Enhanced Authentication will become a required step when logging in. However, you can choose to have Client Access remember your device so that you’ll only be prompted to receive a code occasionally.
If you have not enabled Enhanced Authentication yet and would like to do so ahead of the requirement, registration is easy.
- Start by logging in to Client Access.
- Then visit the Account Services tab and select Password & Security.
- From there, enable Enhanced Authentication and review your saved phone number(s) for accuracy.
Haven’t signed up for Client Access yet? What are you waiting for?
Check out the video below to take a tour and learn how to set up your account today.
For more helpful, how-to videos about Client Access, visit our Wealth Tools page. Video topics include: eSignature Instructions, eDelivery Sign-up, How to Start Using The Vault, Mobile Check Deposit, and Finding Your Tax Documents.
For help setting up your Enhanced Authentication, signing up for Client Access, or using any of its convenient tools, please contact our team anytime.
