Written for clients. Firms can share this link.
I've forgotten my password
On the sign-in page, click Forgot password? and follow the email we send you.
I'm not receiving my two-factor code
Codes are sent by text to the mobile number on your account. Check the number in Personal settings. If you have changed phone, ask your adviser to contact MyDocSafe support.
I can't find my invitation
Check your spam or junk folder and add MyDocSafe to your safe senders. Invitations expire after a period your adviser sets, so ask them to resend it if needed. If you already have a MyDocSafe account, sign in: pending invitations show below your portals, and under the Invites tab in your personal menu.
I signed up but can't find my way back
Use the sign-in address your adviser gave you, or the "Client login" link on their website.
I can't see my adviser's portal
If you use MyDocSafe with more than one firm, click Switch and choose the right firm.