Two-Factor Authentication (2FA) adds an extra layer of security to your account. You can set it up in two ways:
- When Prompted by Your Brokerage – If your brokerage requires 2FA, follow the on-screen instructions to complete the setup.
- Through Profile Settings – You can enable 2FA manually by navigating to your Profile Settings and following the setup steps.
Method 1: Prompt from Brokerage
What Will You See?
If your brokerage requires 2FA, you will see a message upon logging in stating:
"Your Brokerage requires Two-Factor Authentication to be set up."
Below this message, click the "Set Up 2FA" button to begin the setup process.
Steps to Enable
1) Click "Set Up 2FA": This takes you to the setup page.
2) Download Authenticator App: Download Google Authenticator or another authenticator app onto your mobile device.
3) Scan QR Code: Use the app to scan the displayed QR code.
4) Enter Verification Code: Input the 6-digit code generated by the app.
5) Click "Enable 2FA": Complete the setup.
Method 2: Through Profile Settings
1) Open My Profile: At the top right of the page, select your name → My Profile.
2) Click the "Security" Tab:
Follow steps 2-5 from the first method to complete the setup.
After Setup
Once 2FA is enabled, you will be required to enter a verification code from your authenticator app each time you log in.
You will also have the option to remember your device for 2 weeks, reducing the need to enter a code on trusted devices.
Why Use 2FA?
- Improved Security – Adds an extra layer of protection to safeguard your account.
- Compliance – May be required by your brokerage or regulatory bodies to meet security standards.