Managing your verification methods helps keep your OFX account secure and ensures you can always access your account, even if you lose access to one method. You can add, change, or remove verification methods in your profile after logging in.

Pre-requisites:

• You must be logged into your account to manage verification methods.

• You must always have at least one verification method active.

Next Steps:

To manage your verification methods, follow these steps:

1. Log into your OFX account.

2. Navigate to User Setup:

   

   • Go to User Setup → Account Security.

     

3. Manage your methods:

   • To add a method:
     a. Select Manage passkeys, Authentication app, or SMS Authentication.

     

     
     b. Follow the prompts to add your chosen method.

   • To remove a method:
     a. From the same screen, select the method you wish to remove.
     b. You must have at least one verification method active at all times.

4. Note:

   • Some features may not be available on the classic OFX experience. If you don’t see passkeys, use an authenticator app or a security key instead.

What happens next:
Your changes will be saved immediately. You can now use your updated verification methods the next time you log in.

Why is this important:
Having multiple verification methods ensures you can always access your account, even if you lose access to one device or method. This helps keep your account secure and reduces the risk of being locked out.

Related FAQ Articles:

• How do I set up Passkeys under user settings?

• How login works

• How do I log into my OFX account or recover access if I’m having trouble?

• How do I reset my password?

• How do I change my verification method when logging in?