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Overview
Multi-Factor Authentication (MFA) provides an additional layer of security for clients accessing the AdviserLogic Client Web Portal (CWP). MFA helps protect sensitive client information by requiring a second verification step in addition to a username and password.
Clients can choose to receive verification codes via SMS or use an authenticator application. Once MFA is configured, it becomes part of the client's login process and helps reduce the risk of unauthorised access to their account.
Access
Client Web Portal can be accessed by using the URL: https://fpau.morningstar.com/
When a client logs in to the Client Web Portal for the first time after setting their password, they are automatically directed to the Multi-Factor Authentication (MFA) Enrolment page. From here, they can complete the MFA setup process by choosing their preferred authentication method and following the on-screen prompts.
If you choose SMS authentication, select your country from the drop-down list and enter your mobile number. Do not include the leading zero in your phone number.
Select Continue to receive a six-digit verification code via SMS. Enter the code into the verification field and select Continue to complete the enrolment process.
Once verification is successful, a recovery code will be displayed. Save this code in a Word document, Notepad file, Excel file, or another secure location, as it can be used to access your account if you lose access to your mobile device or are unable to receive verification codes.
After recording the code, select the I have safely recorded this code checkbox and click Continue to complete the MFA setup process.
⚠️Important
Recovery codes are single-use only. When a recovery code is used to log in, a new recovery code is generated and the previous code is no longer valid. Ensure you save the new recovery code before continuing.
Once you have saved your recovery code and clicked Continue, you will be directed to the biometric setup page. This page allows you to enable biometric authentication, such as Face ID or fingerprint recognition, for future logins on your device.
If you would like to enable biometric authentication, click Continue and follow the on-screen instructions to complete the setup process.
If you do not wish to enable biometric authentication at this time, select Remind Me Later to be prompted again in the future, or select Not on This Device to skip biometric setup for the current device.
📌Note
Biometric authentication is optional and can provide a faster and more convenient login experience on supported devices.
If you choose Google Authenticator or a similar authenticator application, please follow the instructions in the Set Up MFA Using an Authenticator App section to complete the MFA enrolment process.
💡Tip
After completing MFA enrolment, you will be prompted to enter a verification code each time you log in to the Client Web Portal. When logging in again, you can select the Remember this browser for 30 days checkbox after entering your verification code and before clicking Continue.
If selected, you will not be prompted to enter a verification code when logging in from the same browser and device for the next 30 days. After this period, MFA verification will be required again.