Setup

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?

How do I manage my verification methods?