Job Aid



NetXInvestor Identity Verification Code

Forget your NetXInvestor password? No problem. Access your account with an Identity Verification Code (IVC). If you forget your password or if you are trying to access your account from an unrecognized device, you can have an activation code sent to your phone or email instantly and securely.

What is the Identity Verification Code?

The identity verification process replaces security questions to verify your identity when accessing NetXInvestor. If you’re locked out of NetXInvestor after entering the wrong password (on a recognized device), or if you’re accessing your account on an unrecognized computer, an IVC code is sent to your preselected phone number or email address upon request. The IVC can be sent to a phone via voice or SMS (text message) or via e-mail.

What are the benefits of the identity verification system?

Not only does the IVC protect your online information from unauthorized access, but the code saves you time and hassle. The IVC allows you to regain access to your account any time of day, without having to call someone to request access.

Contents

Setting Up Your IVC Preferred Method of Contact………………………………………………………..2

Using the IVC for a Forgotten Password …………………………………………………………………..5

Using the IVC to Log In From an Unrecognized Device…………………………………………………..8

Changing Your IVC Preferred Method of Contact ………………………………………………………..10

Setting Up Your IVC Preferred Method of Contact

The first/next time you log in to NetXInvestor, you will automatically be prompted to set up a pre-selected phone number and/or email address to receive an IVC.

1. Enter User ID as usual and click “Continue”.

2. Enter the applicable information on the IVC set up screen. You must have at least one preferred contact method set up.

Step 1: Enter a device nickname (e.g., “cell phone”), phone number, and check if the IVC should be sent as a voice call or a text message.

Step 2: Enter an email nickname (e.g. “work email”) and an email address if the IVC should be sent as an email message.

Step 3: Enter an email address under “Alert Notification” and an email will be sent anytime there are important updates to the account, including password changes, failed account access attempts, etc. This is required for security purposes.

IMPORTANT: Click on the checkmark box if you want NetXInvestor to recognize this device in the future. This will eliminate the need to receive a code in the future when logging in from this device.

Continued

3. Click “Continue”.

4. Click “Save” after you confirm the information on the screen is correct.

Continued

5. Enter the code that was sent to your contact method (text/email/phone) and click “Activate”.

6. Click “Continue” once you confirm your security picture and phrase are correct.

IMPORTANT: Now that you are logged into NetXInvestor, be sure to hit the “Log Out” button when you want to exit. If you hit the “X” in the upper right hand corner, your preferred contact method will not be saved and you have to re-established your email address and/or phone number during your next login attempt.

Using the IVC for a Forgotten Password

If you forgot your password, follow these steps to receive an IVC to regain access.

1. Enter User ID as usual and click “Continue”.

2. Click “Forgot Password?” then click “Continue”.

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3. Click “Send Code” and a Verification Code will be sent via the preferred communication method (message and data rates may apply):

• email (be sure to check your spam folder)

• text message to a cell phone

• voice call to a home phone.

4. Once you receive the code, enter the code and click “Verify Identity”. Note that the code expires 30 minutes after it was sent. (If it expires, request another code as noted in Step 3 above.)

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5. Enter a new password and confirm it. Click “Continue”.

6. You will receive a message that your password was successfully changed. Click “OK” to access your account.

Using the IVC to Log In From an Unrecognized Device

Follow these steps if you are attempting to access your account for the first time from an unrecognized or new device (computer, tablet, or smartphone).

1. Enter User ID as usual and click “Continue”.

2. Ask for a Verification Code to be sent via the preferred communication method (message and data rates may apply):

• email (be sure to check your spam folder)

• text message to a cell phone

• voice call to a home phone.

Continued

3. Once you receive the code, enter the code and click “Verify Identity”. Note that the code expires 30 minutes after it was sent. (If it expires, request another code as noted in Step 2 above.)

4. Enter your password and click “Continue” to sign in.

Changing Your IVC Preferred Method of Contact

To change a preferred method of contact, go to the “Settings” page under “Communications” in NetXInvestor. You must have at least one preferred contact method set up.

1. Enter a device nickname (e.g., “cell phone”), phone number, and check if the IVC should be sent as a voice call or a text message.

2. Enter an email nickname (e.g. “work email”) and an email address if the IVC should be sent as an email message.

3. Enter an email address under “Alert Notification” and an email will be sent anytime there are important updates to the account, including password changes, failed account access attempts, etc. This is required for security purposes.

• Click on the checkmark box if you want NetXInvestor to recognize this device in the future.

4. Click “Continue”.

Continued

5. Click “Save” after you confirm the information on the screen is correct.

6. Click “Continue” once you confirm your security picture and phrase are correct.

Continued

7. Click “OK” to continue after you receive a message that your change(s) was successful.

IMPORTANT: Now that you are logged into NetXInvestor, be sure to hit the “Log Out” button when you want to exit. If you hit the “X” in the upper right hand corner, your preferred contact method will not be saved and you have to re-established your email address and/or phone number during your next login attempt.

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Client Guide

Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives in conjunction with the firm advisory services agreement and disclosure brochure as provided.

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