Two Factor Authentication

How to turn on 2FA

Two factor authentication makes your account much more secure, because for login, it requires something you know (your password) and something you have (a login code from your phone or device). 

This process requires that you have an app on your phone such as Duo Mobile,   Authy, Symantec VIP (Required by Schwab) or 1Password. Google Authenticator also works if you already have it, but is not recommended, because if your phone is lost or broken, it doesn't have backups like the others do. 

This tutorial uses Duo Mobile. 

Hover over your initials in the upper right part of the screen and select Settings from the drop-down menu. 

2FactorAuth Settings

 

 Click the Enable Two-Factor Login Authentication button.

2FactorAuth Enable

When you initiate the two-factor authentication process you can come back at any time, but any changes will be lost if you don't save changes first.

 

Upon login you will be requested to enter your password.  Enter your password and click the Submit button.

2FactorAuth Verify account owndership - password

 

Enter your password and click the Submit button.

Two-factor authentication works by synchronizing this account with an authentication app that will give you an authentication code for your login process.  The codes displayed are used in the event that you cannot receive two factor authentication codes.  Copy or download these codes before moving to the next step.  

  • Copy:  Copies all the codes for you to easily paste into a file
  • Download:  Creates a csv file named recovery_codes.csv with the listed codes

2FactorAuth Save Recovery Codes

Note:  Be sure to copy or download the recovery codes before moving to the activation process. These can be used instead of your device.

 

Once you have copy or downloaded the codes click the Next button.

2FactorAuth Recovery Codes Next

 

Follow the steps to enable two-factor authentication and click the Enable button.

2FactorAuth Scan QR code

 

Open the authentication app on your mobile device and either manually input the code or scan the QR code.  Duo Mobile will generate a time-based one-time passcode.

2FactorAuth Authentication app

 

Enter the passcode into Step 3 of the Enable Two-Factor Authentication page and click the Enable button.

2FactorAuth Enable Final Step

 

A message will display reading two-factor authentication is enabled and the button text changes to "Disable 2-Factor Authentication". 

2FactorAuthimage9May112020

 

Log out of SmartRIA.

Login back in to SmartRIA and enter your code generated by your two-factor authentication app. Then click the Submit button. 

2FactorAuthNew Login Step to Authenticate

You will have three attempts to enter the code correctly.

 

What if your 2 Factor Authentication is not working properly?

In the event that 2 Factor Authentication is not working please contact someone on your compliance team to turn off your 2 Factor Authentication. 

 

The following steps will need to be followed if the 2 Factor Authentication codes are not working:

STEP 1:  Hover over your initials in the upper right part of the screen and select Settings from the drop-down menu.  Click the Disable Two-Factor Login Authentication button.

2FactorAuth Disable

This action cannot be undone and you will have to go through the entire setup process if you wish to reactivate two-factor authentication.

 

STEP 2:  Manually delete your previous list of codes.  

 

STEP 3:  Click the Enable Two-Factor Login Authentication button.

2FactorAuth 2nd chance enable

 

STEP 3:  Enter your password and click the Submit button.  This will generate a new list of recovery codes.  

2FactorAuth 2nd chance recovery codes

Caution:  Before you save your new codes manually delete your previous list of codes.  

 

STEP 4: Copy or download the recovery codes.

  • Copy:  Copies all the codes for you to easily paste into a file
  • Download:  Creates a csv file named recovery_codes.csv with the listed codes

To continue you must have a two-factor authentication app on your phone.  We recommend Duo Mobile since it’s free but you can use other two factor authentication apps such as LastPass, Google Authenticator and Authy.

 

STEP 5: Click the Next button.

2FactorAuth 2nd chance recovery codes next

 

STEP 6:  Open the authentication app on your mobile device and either manually input the code or scan the QR code.  Duo Mobile will generate a time-based one-time passcode.

2FactorAuth 2nd chance authenticator

 

STEP 7:  Enter the code into Step 3 of the Enable Two-Factor Authentication page and click the Enable button.

2FactorAuthimage16May112020

 

STEP 8:  Logout of SmartRIA

 

STEP 9:  Login to SmartRIA and enter your code generated by your two-factor authentication app and click the Submit button. 

2FactorAuthimage10May112020

 

A message will display reading two-factor authentication is enabled.

If your 2 Factor Authentication codes are still not working contact your compliance team or compliance consultant.  They will need to verify you have access to the system and contact SmartRIA customer support.