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IMS provides Sponsors the ability to turn on two-step authentication for Investors, which supplies an additional layer of security to your account to prevent unauthorized access. If Multi-factor Authentication is enabled for the account, all Investors will be required to enter a single-use confirmation code to verify their identity.

 

Step 1:

Navigate to your Profile > Investor Settings. You will be defaulted onto the General Settings tab, scroll down the page until you see the section labeled Multi-Factor Authentication.

mfa1.png

 

Step 2:

Turn the toggle on to enable MFA. Email MFA will automatically be toggled on when enabling SMS MFA. If bothare selected, the investor will select which method they'd like to use upon logging in.

Note: A U.S. phone number is required to use SMS multi-factor authentication. 

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Click save at the bottom right corner of the screen once finished. 

 

Step 3:

After MFA is turned on for the account, all Investors will be prompted to enter a confirmation code upon logging in. The code will be sent to the email or phone number listed in IMS that is associated to their profile.  To use SMS, investors will first need to log in using email verification and add a phone number to use with MFA by clicking on their name>Security Settings>Change SMS Phone Number. 

Note: The phone number added under this setting is not stored within the CRM on the Admin side of IMS. It is solely for the purpose of MFA.

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To help investors navigate MFA, we've also created the PDF below that you can send out to your investors along with an announcement that you have elected to heighten the security on their Investor Portal. 

 

 

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