Setting Up Two-Factor Authentication

Add a second step to your sign-in so nobody can open your financial documents with your password alone.

Your portal holds bank statements, tax documents and invoices, so we strongly recommend two-factor authentication (2FA). With 2FA on, signing in needs your password and a six-digit code from an app on your phone.

Turn on two-factor authentication

  1. Install an authenticator app, such as Google Authenticator or Microsoft Authenticator, on your phone.
  2. In the portal, open your profile settings and find Two-Factor Authentication.
  3. Scan the QR code with your authenticator app and enter the six-digit code it shows.
  4. Keep your backup codes somewhere safe, in case you lose your phone.

The video above walks through the same steps in a few popular apps. The wording in your portal may differ slightly, but the idea is the same.