At ModernAdvisor, we're always working hard to make sure your investments and personal information are kept secure. While our built-in security protocols play a major role in achieving this, there’s an additional step you can take to enhance your account's protection: Two-Factor Authentication (2FA).
Why Activate 2FA?
An Extra Layer of Security: Think of 2FA as a second lock on your front door. Even if someone guesses or steals your password (the first lock), they won't be able to access your account without the unique code provided by the second authentication method.
Protects Your Financial Assets: We have safeguards in place that would prohibit an intruder from withdrawing your financial assets, even if they gain access to your online account. By activating 2FA, you add an additional safeguard against unauthorized changes to your investments.
Shield Against Cyber Attacks: Unfortunately, cyber threats are becoming more advanced and frequent. 2FA serves as a deterrent, making it much harder for cybercriminals to gain access to your account and your sensitive personal information.
Peace of Mind: With 2FA, you'll rest easier knowing that even if your password falls into the wrong hands, there's still another barrier between hackers and your valuable data.
Activating 2FA: A Simple Step-by-Step Guide
Activating 2FA is straightforward, and we’ve made it even easier for you:
Step 1 - Activate Two Factor Authentication
Desktop Users:
Click on your name on the top right when logged in.
Select "Profile" and then "Security".
Click "Activate".
Mobile Users:
Tap on the menu icon.
Select "Profile" and then "Security".
Click "Activate".
Step 2 - Choose Your Preferred Method:
For SMS/Phone Call:
Enter your phone number.
Receive the code via SMS or a phone call.
Enter the received code to confirm 2FA registration.
For Authenticator App:
Scan the QR code to add ModernAdvisor to the authenticator app.
Enter the code displayed in the app to confirm.
Can’t log in because you lost access to your phone for 2FA?
Having trouble logging in because you no longer have access to your 2FA device? Follow these steps to securely verify your identity and regain access to your account.
If you no longer have access to the phone number used for login (for example, you changed phones or lost your device), don’t worry — you can still regain access securely.
For security reasons, we’re unable to change the phone number on your account until we first verify your identity. You can do this yourself by following the steps below.
How to regain access to your account
Step 1: Start the login Process
Go to the ModernAdvisor login page.
Enter your email and password as usual.
When prompted for your security code, click “Having trouble?”
Step 2: Choose an alternate verification method
Select “Can’t access this phone?”
Choose Verify your identity another way
(this switches you to knowledge-based verification).
Step 3: Complete identity verification
You’ll be asked to complete an Identity Verification Form, which may include:
Your SIN
Date of birth
Account types you hold
Step 4: Set up a new security method
Once your identity is verified, you’ll be able to choose how you receive future security codes:
Phone (SMS), or
Authenticator app
✅ We recommend using an authenticator app for added security and reliability.
To use an authenticator app:
Download a free third-party app such as Google Authenticator or Microsoft Authenticator
Follow the on-screen steps to add your ModernAdvisor account
Still having trouble?
If you’re unable to complete these steps or run into any issues, our support team is happy to help. Please contact us and we’ll guide you through the process.