Investor360°® Changes

Dear Clients and Friends,

We hope that you have had a wonderful summer and that you enjoyed the long Labor Day weekend!

We wanted to alert you to a technological change that will be implemented by our partner Commonwealth in the coming days. To create a more secure login process in Investor360°®, multifactor authentication (MFA) will be required for all users (mobile and desktop platforms) beginning September 9, 2021.

This means that when you log in after September 9, you will be asked to set up MFA in Investor360° on either a desktop browser or mobile app. A set of instructions will appear on your desktop or mobile device screen to assist you with the setup process.

This update should provide even more security for your financial information, and hopefully more peace of mind. However, if you have any questions about the process or challenges once the new MFA requirement is in place, please let us know. I will be out of the office for the rest of this week, returning next week, but you can email Bob (bob@advwealth.com), Linda (linda@advwealth.com), or call our office at 503-452-9300.

Have a great rest of your week, and we will look forward to talking with you again sometime soon!

 

Best wishes,

Traci Nelson, CFP® AIF® 
Lead Advisor

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