ModernAdvisor

What is two-factor authentication? How do I turn it on? Can’t log in because you lost access to your phone for 2FA?

Two-Factor Authentication (2FA)

If you’re having trouble signing in to your ModernAdvisor account, this guide walks you through the most common issues and how to resolve them quickly.

Sign-In & Account Access

How does it keep my information secure? What if it stopped doing business?

How is ModernAdvisor regulated?

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Who Are Aviso and CI Investment Services and Why Are They Needed?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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