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.
As always, your client can login to eQuipt Client Portal while they are in your office. Review the step-by-step process that includes the new update below:
STEP #1: Send eSignature Packet
While your client is in your office, follow your usual steps to send the paperwork out for eSignature.
STEP #2: Ask Client to Sign Into or Register for eQuipt Client Portal
Once you’ve sent the eSignature invitation email, ask your client to sign into (if they already have an eQuipt account) or register for eQuipt Client Portal.
PRO TIP: Have your client use a single-use Chromebook or tablet with a kiosk-mode web browser to complete the authentication and eSignature steps.
Your client will need to provide additional information if registering for the first time.
A. If your client is registering for eQuipt Client Portal for the first time, they will need their full Social Security Number and Pershing or NFS account number readily available. You can find the account number in the eQuipt for New Accounts Service Request, in the Details Section, Accounts sections, under “Account.”
Reminder: This process only works for clients with accounts held at Pershing or NFS. Clients with Non-Brokerage-only accounts are still required to register using the link in the email invitation.
B. After your client has completed this step, they will move through the Multi-Factor Authentication process, a security measure that verifies your client before accessing sensitive information.
C. Once your client authenticates, they will create their User ID and password.
D. Repeat these steps for every signer if you open a joint account held at Pershing or NFS.
eQuipt Client Portal has an update in this release that should help improve your client’s in-office eSignature experience.
NOTE: If you open a trust account with multiple trustees, only the primary trustee can register for eQuipt Client Portal. The co-trustees can complete their eSignature steps from the email invitation link but cannot register for eQuipt.
STEP #3: Once your client finishes the eQuipt Client Portal registration process or logs in, your client can begin to access the eSignature packet.
STEP #4: Here’s what’s new: Sometimes, it can take longer than expected for the eSignature packet to become available. Before this update, the client may have received an error if they clicked “Resume” before the packet was ready. Now, the client is notified with a status that eQuipt is “Generating Documents,” and the “Resume” button is disabled if they try to complete the steps before the packet is ready. They also receive help text asking them to refresh their browser to check the status. When the eSignature packet is ready, the status changes to “Incomplete,” and they are able to click on the “Resume” button to access the packet.
We’ll continue with updates to the eQuipt Platform throughout the summer, so until next time…