Setup

Upgrading from Standard plan to Full Suite — your questions answered

This article provides a comprehensive guide on how to receive notifications for my payments. It outlines the essential steps for effective account management.

I'm logging in on a new device/browser — what should I expect?

How OFX login works

What are the Password Requirements?

How do I reset my password?

I use incognito/private browsing mode — will I be asked to verify every time?

Who Does Email Verification Apply To?

What is Email Verification for New Browsers?

What are the default permissions for advisors when managing client accounts?