Effective 10/12/20, two-factor authentication will be enabled within your MoneyGuide license and Client Portal.
Envestnet | MoneyGuide utilizes two-factor authentication as a security measure for accessing Plan data. Once enabled, when you log in, you will be asked to authenticate using two-factor authentication.
Prospects and clients with new Client Portal access (i.e. granted after two-factor has been enabled), will be prompted to set-up two-factor authentication prior to accessing MoneyGuide features.
Existing plan results will NOT be impacted.
For a step-by-step guide, click here.
Questions?
Contact MoneyGuide Support at 1-800-743-7092 or support@moneyguide.com.
TC117341(1020)1