Securing Your Account with Two-Factor Authentication

Two-Factor Authentication (2FA)

Add an extra layer of security to protect your account and client data.

What is 2FA?

Two-factor authentication requires two forms of verification:

• Something you know - Your password
• Something you have - A code from your phone

Why Enable 2FA?

• Protects against password theft
• Secures sensitive financial data
• Prevents unauthorized access
• Industry security best practice

Enabling 2FA

1. Go to Settings → Two-Factor Authentication
2. Click Enable Two-Factor Authentication
3. Download an authenticator app (Google Authenticator, Authy, etc.)
4. Scan the QR code with your app
5. Enter the verification code
6. Save your backup codes securely

Authenticator Apps

Recommended apps:

• Google Authenticator (iOS/Android)
• Authy (iOS/Android)
• Microsoft Authenticator (iOS/Android)
• 1Password (with authenticator feature)

Backup Codes

When you enable 2FA, you'll receive backup codes:

• Save these codes securely
• Use them if you lose your phone
• Each code can only be used once
• Generate new codes if needed

Logging In with 2FA

1. Enter your email and password
2. Open your authenticator app
3. Enter the 6-digit code
4. You're logged in

Lost Phone?

If you lose access to your authenticator:

1. Use one of your backup codes
2. Contact support if you have no backup codes
3. Set up 2FA again with a new device

Disabling 2FA

If you need to disable 2FA:

1. Go to Settings → Two-Factor Authentication
2. Click Disable Two-Factor Authentication
3. Enter your password to confirm