I’M A FINANCIAL SECURITY ADVISOR

New advisors and current advisors

Just a few steps and that’s it

Please see the “Configuring my computer at home” document, which you can find at the bottom of the page. This document contains the instructions needed to set up your computer.

It’s important to connect your computer to power (power cable or docking station) and to the internet to avoid losing power or internet connection during configuration.

Throughout the process, you will be asked several times to identify yourself via the Microsoft Authenticator app. Be sure to have your cellphone near at hand.

  • When you see this symbol appear during configuration, this means that you are required to identify yourself with your cellphone.
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Please note

During this process, your station will restart on its own. Once the station is set up, your computer will ask you to restart.

Configuring my computer at home (PDF)download

Questions?

Call us at 1-844-352-5200

Please see the “Configuring my computer at the office” document, which you can find at the bottom of the page. This document contains the instructions needed to set up your computer.

Before beginning

Before beginning, get your cellphone ready as you will need it for authentications throughout the installation process.

If you haven’t configured your multifactor authentication yet, go to the multifactor authentication section on page 8 of this document.

Configuring my computer at the office (PDF)download

Questions?

Call us at 1-844-352-5200