Share with your team · Finance
Share Envestnet MoneyGuide 2FA with your team — without screenshots.
Envestnet MoneyGuide doesn't currently support 2FA. If you're sharing access, the canonical fixes are below — but the better long-term answer is to ask Envestnet MoneyGuide to add 2FA.
The setup
What to do when Envestnet MoneyGuide won't 2FA.
- 01Use Kaito to enforce per-user access. Even without 2FA, Kaito gives you a record of who logged in to Envestnet MoneyGuide when, via the audit log of password retrievals.
- 02Use a strong, unique, long password. Generate it with a password manager. Never reuse it.
- 03Email
support@moneyguidepro.comand ask for 2FA. Volume is the only way these get prioritized.
Compliance
Sharing tolerated for Envestnet MoneyGuide
Envestnet MoneyGuide's terms on account sharing are unclear or grey-area. Many teams share access in practice; doing so via Kaito gives you a clean audit trail if it ever becomes a question.
Stop pasting Envestnet MoneyGuide codes in Slack.
Set up shared 2FA in Kaito in three minutes. Free 14-day trial, no card.