How to set up an authenticator device or change 2FA for advisor console accounts

Overview

Ramp's Advisor Console utilizes multi-factor authentication (MFA), often referred to as two-factor authentication (2FA), to enhance the security of your account. This protective measure is crucial in safeguarding your financial data and operations. Upon account creation, your phone number is the default method for 2FA, given it is provided at sign-up. Otherwise, your email is automatically set up for this purpose. However, we understand the need for flexibility and provide options to use authenticator devices or change your primary 2FA method as needed.

How to set up an authenticator device

1. Go to Settings (click the gear icon on your screen's bottom left)
2. Click on Security
3. Select Configure Multi-Factor Authentication and follow the steps provided

Changing 2FA from email to phone

1. Go to Settings
2. Select Edit Profile
3. Enter your phone number in the provided field and select "Verify."

Frequently asked questions

• What if I don't have a mobile number when Signing up?
  If you don't provide a mobile number during the account creation process, your 2FA method will automatically default to your email address. You can later add a phone number following the steps outlined above.
• Can I use an authenticator app instead of SMS or email?
  Yes, Ramp supports the use of TOTP-based authenticator apps. By configuring such an app, as described in the steps above, you can access your account securely without relying on SMS or email.
• How many authenticator devices can I configure?
  You can configure up to five different TOTP-based authenticators to ensure you have multiple secure ways to access your account.
• Is it necessary to use 2FA every time I sign in?
  Yes, for enhanced security, Ramp requires 2FA verification every time you sign in to your Advisor Console account. This adds an extra layer of protection for your financial operations.