Multi-Factor Authentication (MFA) provides added security to all eQuipt Client Portal accounts. You (if you have an eQuipt account) and/or your clients will experience the MFA process when logging in from an unrecognized location, a new network or browser, from a new device not previously associated with the security information on file, or due to a variety of other risk factors. MFA has also been embedded into the Password Recovery process to save you and your clients’ time by supporting self-service.
Extensive work has been done to improve eQuipt Client Portal alert notifications. This work enables clients to access eQuipt Client Portal while receiving alerts about events that may disrupt features within the tool.
A few features that weren’t working as expected have been updated to improve your and your client’s experience within the tool. Previously, users who successfully reset their password before enrolling in Multi-Factor Authentication (MFA) would not be allowed past the login page.
Now, users are no longer required to go through MFA after resetting their password when using a recognized device.
Previously, prospects were required to enroll in MFA, which is now only required for Clients. However, MFA is now required to validate a signer who uses eQuipt Client Portal for electronic signature.
The password reset email (which is manually generated by tech support) will now automatically expire if the client requests a temporary password or resets their password using the self-service option.
Previously, only Pershing-to-Pershing or NFS-to-NFS transfers were exempt from having to attach a recent account statement. You are no longer required to upload a recent account statement in the Account Transfers module when using Contra-Firm and select an ACAT participating firm from the search results.
You will also notice updates the page layout and navigation in the eQuipt Client Portal mobile app. On the Settings Page phone number and email address layout has been improved.
Now the registration page checkbox displays when using a mobile device in portrait mode was also improved.
We hope these updates improve your and your client’s eQuipt experience. Stay tuned for the next set of updates….
Summer is in full swing and the eQuipt team continues to deliver updates and bug fixes. Check out what’s new in eQuipt Client Portal and eQuipt for New Accounts.