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Support Home Single Sign On Single Sign On First Time Login Guide for Existing Clients This guide is for CI Direct Investing or CI Direct Trading clients who signed up … What is Okta? Okta is a single, integrated platform that offers secure access to enterprise app… What is Multifactor Authentication (MFA) Multifactor authentication (MFA) helps protect your information by preventing una… How to Change your Username Your username (“Okta username”) is the primary email associated with your Single … How to Change your Password From the Shared Dashboard, click SETTINGS in the upper right area. A new tab wil… How to setup or change your Forgotten Password Question It’s important to setup a forgotten password question so you can take advantage o… How to Setup or Change your Forgotten Password Text Message Phone Number It’s important to setup a phone number to use for a forgotten password text messa… What do I do if I've forgotten my password? If you can’t remember your password and need to reset it, from the Sign In screen… What do I do if I am locked out? If your account is locked and you need to unlock it, from the Sign In screen clic… How to use SMS Multifactor Authentication Multifactor authentication (MFA) enhances security and protects your Single Sign … How to use Google Authenticator Multifactor Authentication Multifactor authentication (MFA) enhances security and protects your Single Sign … How to use Okta Verify Multifactor Authentication Multifactor authentication (MFA) enhances security and protects your Single Sign … How to use Email Multifactor Authentication Multifactor authentication (MFA) enhances security and protects your Single Sign … Why isn’t email recommended for resetting my password, unlocking my account, or Multifactor Authentication? Our Information Security team recommends you use SMS or Authenticator apps instea… What to do when you change the mobile device or phone number used for Multifactor Authentication When you change your mobile device or phone number you may lose access to one or …
