> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/prop-trading-client-portal-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/prop-trading-client-portal-user-guide/8.-my-profile/settings.md).

# Settings

In the Settings page, you have the ability to view, modify, and update various settings, including Authentication, Multi-factor Authentication, Client Portal Password, Email Address, and Phone Number.

## <mark style="color:red;">1. Authentication</mark>

The Authentication tab will be visible to you if your prop broker has enabled SumSub authentication.&#x20;

You can view your authentication status beside the "Settings" menu, which can be either "Verified" or "Unverified".&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FDJBnT85x8hvxBks48g5X%2Fimage.png?alt=media&amp;token=b94703c0-dc56-44c2-8c04-ed1c0dcd427f" alt=""><figcaption></figcaption></figure>

To authenticate your account, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Click "Authenticate Now".&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FsHrnnR3O6l8vhXXBVYKZ%2Fimage.png?alt=media&amp;token=ea4d579c-8d8c-4120-a624-18644c17f103" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}

1. Sumsub popup will appear. Agree to the terms and click "Next". <br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FLjT9s6ifsX9PJAIZZh7q%2Fimage.png?alt=media&amp;token=c348c37f-8ca7-47b3-bf0b-6e8bf44d85cc" alt="" width="321"><figcaption><p><br></p></figcaption></figure></div>
2. You will be able to view the instructions and click "I'm Ready". <br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FiNvWZbf0jBuI0MHnGbwJ%2Fimage.png?alt=media&amp;token=469a3b13-bf58-4b9a-ae80-e903991eb118" alt="" width="269"><figcaption><p><br></p></figcaption></figure></div>
3. You can also opt to continue the verification on their mobile phones by clicking "Continue on phone". A link and QR code will be provided for you to continue the process on their phones. <br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2F9JywPYeZv7IYQoFm2XZq%2Fimage.png?alt=media&amp;token=e7c7b1b7-9819-4205-8ddd-ad045437b542" alt="" width="262"><figcaption><p><br></p></figcaption></figure></div>
4. Follow the instructions and complete the selfie check. You will need to have a device with front facing camera to complete this. <br>
5. Once completed, you will be able to see an overview of the steps done. Click "Next" to proceed.  <br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FlYO8GwENNl0JvJIu52lU%2Fimage.png?alt=media&amp;token=e329c27c-5745-4c81-9ba9-d05e9bb965af" alt="" width="443"><figcaption><p><br></p></figcaption></figure></div>
6. Once completed, you will be notified that your data is being processed and the status of the authentication will be updated once completed. <br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FBkwOOi1twQ0riMuKavx6%2Fimage.png?alt=media&amp;token=1038bf81-bc52-4489-bf84-ad93f30b1add" alt="" width="309"><figcaption></figcaption></figure></div>

{% endtab %}

{% tab title="Step 3" %}
Once authentication is completed, you will be able to view the results:&#x20;

1. If approved, the status will indicate "Verified". <br>

   <figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2F6KM2bU5CGA9EPpnBAw32%2Fimage.png?alt=media&amp;token=ba33bea1-a43f-45a9-a2cc-89b5692378f2" alt=""><figcaption></figcaption></figure>
2. If rejected, the status will indicate "Authentication Failed". <br>
   * You can click the "View" icon to view the rejection reason. <br>

     <figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2Fn20CHfH440iCHUjkbTSg%2Fimage.png?alt=media&amp;token=b130a3f9-628b-4116-9553-c99852a40f8a" alt=""><figcaption></figcaption></figure>
   * Depending on the reason of rejection, you can redo the Authentication by clicking "Reauthentication". <br>
   * If the authentication was rejected but manually approved by the broker on SumSub, the authentication status will be updated to show "Verified".&#x20;
     {% endtab %}
     {% endtabs %}

### <mark style="color:red;">2. Multi-Factor Authentication (MFA)</mark>

You have the option to enable Multi-Factor Authentication (MFA) for enhanced security. To enable MFA, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Click "Enable".&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2Fu9wxiReXBkV5esxJVsyy%2Fimage.png?alt=media&amp;token=22ea663b-76f8-4218-acd8-4d8ae988a665" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
The activation of MFA notice will appear, and you will need to follow the steps accordingly to enable this function.

<div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2F3AK0MlcLeqeFPWG03HX5%2Fimage.png?alt=media&amp;token=eff3532d-fde1-463d-8ac3-6e23f50c0b28" alt="" width="375"><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="Step 3" %}
Upon successful activation, you will now need to submit the One-Time Password (OTP) each time you login to your Client Portal account.&#x20;

<div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FEyOJS2TUKIl754Dzztcz%2Fimage.png?alt=media&amp;token=50187b1a-3ff9-4c8d-af71-dd3ed8382ffb" alt="" width="375"><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="Step 4" %}

1. If you are unable to retrieve the OTP, you can choose to reset the MFA by clicking “Reset MFA”. An email will be sent to you to deactivate the MFA.<br>

   <div align="left"><figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2Ft3bMeSU1uyE920JunZy6%2Fimage.png?alt=media&amp;token=6d7ca149-03fa-4657-91dc-ec474a4ce043" alt="" width="375"><figcaption><p><br></p></figcaption></figure></div>
2. Once MFA is deactivated, you can login to your Client Portal account without OTP and reenable your MFA via the Settings tab once more.
   {% endtab %}
   {% endtabs %}

## <mark style="color:red;">3. Update Password</mark>

You can update your Client Portal account password by providing the following information:&#x20;

1. Current Password
2. New Password
3. Confirm New Password

After entering the required details, click "Update Password".&#x20;

Upon updating the password, you will be logged out of your Client Portal account and you will need to login again using the new password.&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2F4pc1Nw41AetU4HsAArDe%2Fimage.png?alt=media&amp;token=9e27b5f9-a304-4d26-bf59-9f094e9bf953" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">4. Update Email</mark>&#x20;

You can update your Client Portal account email address by providing the following information:&#x20;

1. New Email&#x20;
2. Current Password

After updating your email address, a verification email will be sent to your new email address.&#x20;

Once you complete the verification, you will be logged out of the Client Portal and you will need to login again using the new email address.&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2F4hKVe5XoIaG6q47905ht%2Fimage.png?alt=media&amp;token=6f70af2e-9bbe-43fd-9f45-b9f4b548778f" alt=""><figcaption></figcaption></figure>

You will also receive a notification in your old email address, informing that there has been a change in their email.

## <mark style="color:red;">5. Phone Number</mark>

You can view the phone number registered for your Client Portal account but cannot make amendments to it.&#x20;

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2FDDqZDeB0gOyFT9lJ0SFU%2Fimage.png?alt=media&amp;token=d8879b6b-6ffc-47de-a670-9250578926ea" alt=""><figcaption></figcaption></figure>

If your broker has Twilio installed and activated on your CRM, you will be able to update your phone number by filling in:

1. New Phone Number
2. Verification Code
3. Current Password

<figure><img src="https://1712640297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fhf5xk9MR2VGAhuYsJfGr%2Fuploads%2Fz0y7pakuQDjAT9Etxz3b%2Fimage.png?alt=media&amp;token=e37809ec-966a-461e-a3af-d4de96525ce1" alt=""><figcaption></figcaption></figure>
