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Require Dual Factor Authentication (DFA)

This client setting, available on the Client Portal tab, allows you to designate whether a client must use dual factor authentication to log in or not. When you enable dual factor authentication for clients, the next time they log in to the client portal, they are asked to set up challenge questions and, if applicable, a mobile phone code for SMS authentication.

• To allow a client to log in only using their password, choose No, use password only.

• To require a client to log in using both a password and either challenge questions or a SMS code, choose Yes.

  Activate SMS Authentication

  SMS authentication must be turned on separately from dual factor authentication. If you would like to take advantage of SMS authentication, please contact the Account Management team at TamaracAM@envestnet.com to activate this feature.

• If a client forgets their challenge questions, select Reset DFA Settings to reset their challenge questions.

Enable Dual-Factor Authentication

To see these settings, your firm must have dual factor authentication enabled in System Settings.

Learn More

For more information on dual factor authentication, see Require Challenge Questions or Mobile Phone Codes to Sign In (Dual Factor Authentication).

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.