Service Name

Envestnet MoneyGuide

Website

How to enable or set up 2FA for Envestnet MoneyGuide

To enhance your Envestnet MoneyGuide account security, enable two-factor authentication (2FA). Follow the steps below:

1. Log in to your Envestnet MoneyGuide account

   Sign in with your username and password.
2. Open Security settings

   In account settings, look for Security, Privacy & Security, or Authentication.
3. Enable two-factor authentication (2FA)

   Choose Enable, Turn on, or a similar option.
4. Choose your verification method

   Common options include:

   1. Authenticator app (recommended): Generate time-based one-time codes with Authenticator App.
   2. Security key (if supported): Use a hardware key (FIDO2/U2F) as your second factor.
   3. Text message (SMS): Receive verification codes by SMS. (Less secure than an authenticator app.)
   4. Email or backup codes: Use as a backup to recover access if you lose your device.
5. Follow the on-screen instructions

   Complete the 2FA setup and securely store any backup codes provided.
6. Test your setup

   Sign out and sign back in to confirm 2FA is working as expected.

Steps and labels can vary between services. If something looks different, check Envestnet MoneyGuide’s help center or support pages.

How to recover your Envestnet MoneyGuide account

If you have lost access to your account, please get in touch with the Envestnet MoneyGuide Support Team for assistance.