Your Investor Portal account is protected by multi-factor authentication (MFA). You can now choose to use an authenticator app instead, which generates the code on your own device without waiting for an email.
Using an authenticator app is optional. If you prefer to keep receiving codes by email, no action is needed.
Prerequisites
An authenticator app installed on your phone or tablet, such as Google Authenticator, Microsoft Authenticator, or Authy
Your Investor Portal password, which is required to confirm the setup
Step 1: Open Account Security Preferences
Log in to the Investor Portal
Click the user icon in the top right corner
Select Account Preferences from the menu
Go to the Account Security section
Locate the authenticator app option and start the setup
Step 2: Confirm Your Password
Enter your Investor Portal password
Continue to the next step
Your password is requested again to confirm it is you making the change to your security settings.
Step 3: Scan the QR Code
Open your authenticator app and choose the option to add a new account
Scan the QR code shown on screen
Your authenticator app will add Caruso and begin generating six-digit codes
Tip: If your device cannot scan the QR code, use the setup key shown alongside it and enter it into your authenticator app manually.
Step 4: Enter a Code to Finish Setup
Enter the current six-digit code from your authenticator app
Confirm to complete the setup
Each code is valid for around 30 seconds. If the code changes while you are typing, enter the new one.
Step 5: Save Your Backup Codes
Once setup is complete, you will be given a set of backup codes. Each code can be used once in place of a code from your authenticator app.
Save your backup codes somewhere safe, such as a password manager or a printed copy kept securely
Do not store them on the same device as your authenticator app
Important: Backup codes are shown once. If you lose them, you can generate a new set from Account Security, which requires your password. Generating a new set replaces all previous codes.
Signing In with an Authenticator App
Once the authenticator app is set up, it becomes your second step at sign in:
Go to the Investor Portal login page
Enter your email address and password
Open your authenticator app and enter the current six-digit code
You will be taken to your portfolio
You will no longer receive security codes by email while the authenticator app is active.
If You Cannot Access Your Authenticator App
If you have lost or replaced your device, or your codes are no longer being accepted:
On the code entry screen, choose the option to use a backup code
Enter one of the backup codes you saved during setup
Each backup code works only once, so cross it off your list after use.
Important: If you have used all your backup codes, or do not have them available, contact your fund manager. For your security, your identity must be confirmed before the authenticator app can be reset, so allow time for this to be completed.
Turning Off the Authenticator App
You can return to receiving codes by email at any time:
Click the user icon in the top right corner, then select Account Preferences
Go to the Account Security section
Turn off the authenticator app
Enter your Investor Portal password to confirm
Security codes will then be sent to your registered email address at each sign in. Any unused backup codes stop working, and you should remove the Caruso entry from your authenticator app.
Tips
Set up the authenticator app on a device you carry with you, since a code is needed at every sign in
Keep your device clock set to update automatically, so the codes it generates stay in step
Save your backup codes before you leave the setup screen, not afterwards
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If you have any questions or need help at any stage, please contact your fund manager for support.