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Secure your Sharesight account with two-factor authentication

by Prashant Mohan, Chief Marketing Officer, Sharesight

At Sharesight, we believe the security of your investment data is important. To help you protect your account, Sharesight supports an additional layer of security called two-factor authentication (2FA). The following article provides some information on 2FA and how to leverage it when logging into Sharesight.

What is 2 factor authentication (2FA)?

Two-factor authentication, also known as 2FA, is an extra layer of security that requires not only a password and username but also a unique token that verifies you as the account owner. Often, this unique token is a code that is sent to your phone via a text, voice call, or mobile app.

How to use 2FA on your Sharesight account

The first step in enabling 2FA for your Sharesight account is to ensure you have a Google account that has been 2-step verified.

If you are new to Sharesight, you can enable 2FA from the very start by using your Google login to sign-up for Sharesight.

Signup for Sharesight

Otherwise if you’re an existing Sharesight customer, here’s how to update your settings to use your Google account to sign-in to Sharesight going forward.

Step #1: Go to Account Settings -> My Details:

Sharesight Account Details

Step #2: In My Details, click Connect to Google:

Connect Sharesight to Google

Step #3: Once you have connected to Google, check “Only allow sign-in via Google”:

Sharesight sign in google

From now on, you’ll need to sign in to Sharesight by using the “Sign in with Google” button:

Log in to Sharesight

Sharesight takes your security seriously

Signing-into Sharesight using a 2FA-enabled Google account provides an extra layer of security to safeguard your financial data.

Besides using 2FA, these general password tips are really useful ways to protect your data:

  1. Complex passwords are more secure. Try to use a mix of upper and lower case characters, numbers, and symbols. We recommend using a password that’s at least 8 characters long. Our password strength indicator will give you an idea about how secure your password is.
  2. Make sure you only enter your password on our secure website. The first part of the website address should read https://portfolio.sharesight.com. Sharesight will never ask you for your password via email or over the phone.
  3. Only use the ‘Keep me logged in’ function on your own password protected computer, never on a public computer.

For more information on how Sharesight protects your data, read this article. It’s your turn to do your bit. Don’t procrastinate!

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