Enabling MFA in your account

To enable any MFA method, follow the steps below:

  1. Go to the Account Settings page. You can reach this page by selecting your profile name on the top-right corner of the window, and selecting the Account Settings option.
  2. Select the Security & Multi Factor Authentication tab on the left navigation bar.
  3. Set your preferred default MFA method by selecting the radio button under their descriptions.
    1. For Payment Changes (Required for Changing Legal Entity or Remit-To): MFA is required when creating or editing legal entities, remit-to, and bank account information.
    2. For Both Account Access (Login) and Payment Changes: MFA is required when logging in to the CSP. You don't have to reauthenticate when working with financial data because you already authenticated when logging in.
  4. Select the MFA method depending on how you want to receive the verification codes:
    1. Option 1: Using an Authenticator App (available from the app store) on your mobile phone to generate a code. This is the recommended option.
    2. Option 2: Using SMS to receive a code sent by text message to your phone number.
    3. Option 3: Using email to receive a code.
    4. Option 4: Using a passkey to sign in.

When you enable MFA, you get an email notification of the change.

Depending on your selected preferred MFA method, you will need to follow additional steps as detailed in the sections below: