Enhanced Security – New Multifactor Authentication

Action Required: Whitelist this New Address in Prep for An Upcoming Authentication Process Enhancement

Please note, the following updates only apply to users who sign in using a username and password. If you SSO into eMoney, your experience will remain the same. However, we ask all firms to take the precautionary action below.

Action Required:

Over the coming weeks, your users will sign in to eMoney more efficiently with an improved multifactor authentication process. Although we don’t anticipate any interruption of access, as a precaution, we ask that you send along this address to whitelist prior to Tuesday, February 4: *.wealth.emaplan.com. 

What’s New?

• Self-recovery authentication: If you become locked out due to multiple failed login attempts, you’ll be redirected to unlock your account using two-factor verification with email and SMS for added security.

• Self troubleshooting: A new Help link will appear providing basic support instructions.

• Slight visual differences: The login interface and email layout may appear slightly different than what you’re used to. Please note that the email you will receive if you get locked out will come from noreply@okta.com. (See below)

Who Will Experience This New Authentication Process?

Assuming your office has not disabled eMoney default security settings which include adaptive multifactor authentication, and we have a valid SMS phone number, you and your clients will be able to perform this self-unlock feature.  Otherwise unlock will happen the way it does today, after a 10-minute timeout, “forgot password” flow, or with the assistance of an advisor or admin. Learn more about adjusting RSA two-factor authentication here.

Why Is eMoney Enhancing Security?

As a market leader in financial planning technology that helps people talk about money, fulfilling this mission requires constant vigilance and attention to the security of our clients’ information. Learn more about our ongoing effort to enhance security here.

More about our ongoing partnership with Okta:

eMoney is partnering with Okta, a leading provider of identity management services, to implement a new authentication system. This partnership will enable eMoney to maintain our top-tier security standards by securing financial professional and client credentials via Okta. Leveraging Okta’s best-in-class identity management services allows eMoney to futureproof our user experience while adhering to cybersecurity best practices. This partnership aligns with our ongoing mission to protect the confidentiality, integrity, and availability of client information while also improving the authentication experience for users.