InvestSMART

Managing My Account

If you would like to update your email address, please follow these steps:


1. Navigate to the My Details page
2. Update your Email address
3. Don't forget to save your changes by hitting the "Update" button at the end of the page.

If you have forgotten your password, please follow these steps:

1. Navigate to the Forgotten Password page
2. Enter your email address
3. You'll receive an email with a Reset Password link
4. Click on the link

If you would like to update your mobile number, address, name, or username, please follow these steps:

  1. Navigate to the My Details page
  2. Update your details
  3. Don't forget to save your changes by hitting the "Update" button at the end of the page.
  4. You may be asked to enter a verification code that will be sent to your registered mobile phone number.

If you would like to update your password, please follow these steps...

1. Navigate to the My Password page
2. Update your password
3. Don't forget to save your changes by hitting the "Update" button at the end of the page.

We're sorry you can't log into the website.

Note: Bootcamp has a separate login; see How do I log into Bootcamp?

 

For the InvestSMART, Eureka Report, or Intelligent Investor website.

The most common issues (and some troubleshooting) are:

 

1. The email or password being entered is incorrect

  • Double-check the email address by looking in your inbox. Check where previous emails may have been sent to.
  • Try resetting the password here

2. I've not received the reset password email

  • Please check your spam or junk folder in your inbox

  • If you still cannot find it, you'll need to wait for a team member to assist

3. I can't create a new password

  • When making a new password, it has to be:

    • a minimum of 8 characters

    • must have at least one number or a symbol

    • the only four symbols you can use are @ or $ or ? or ! (you cannot include any other symbols)

Here's an example of an acceptable password: AlanKohler@ or AlanKohler11

Here are examples of unacceptable passwords:

  • AK11 (too short)
  • AlanKohler (no number or symbol)
  • AlanKohler# (symbol # can't be used)

 

4. The page keeps reloading, I'm stuck in a loop, I keep being prompted to reset my password.

  • This may be a web browser issue.

    1. Try clearing the cache.

    2. Try a different web browser to troubleshoot

  • If prompted to reset the password, try pressing 'Cancel.'

If this doesn't help, you'll need some assistance from a team member. You can use the web chat or email support@investsmart.com.au

If you would like to change your email preferences, please follow these steps...

1. Navigate to the Update Email Preferences page
2. Tick or untick the email you wish to receive
3. Don't forget to save your changes by hitting the "Update" button at the end of the page.

InvestSMART is pleased to announce that its two-factor authentication (2FA) - or two-step verification security system is now live across all its portfolio platforms, plus its Intelligent Investor and Eureka Report sites.

What is 2FA?

Two-factor authentication (2FA) - or two-step verification - is a security feature that adds an extra layer of protection to your account. Instead of using a single factor to authenticate your identity, like a password, you can use a second, one-time code sent to you via SMS or generated in an authenticator mobile application like Google Authenticator, Microsoft Authenticator or Authy

How do I enable 2FA?

The 2FA system is opt-in. To activate it, please read the following steps.

You can click here to go directly to this feature or click on the ‘My Account’ button in the top right corner and then on the My Account Tab. You will see the third option down the list is Two-Factor Authentication.

There are two different 2FA methods to choose from:

  1. Get a code via SMS/text or

  2. Generate a code via an Authenticator Application like Google Authenticator, Microsoft Authenticator or Authy.

You can choose both methods. If you enable both, the authenticator app will be used as the primary method.

 

Method for turning on the SMS/Text Message.

  1. Turn on the SMS/Text Message toggle.

  2. An SMS/text is sent to your mobile device with a code

  3. Enter the code and click the “Verify & Save Setting” button.

  4. An ‘All Done’ message will appear confirming your SMS authentication is set up

Method for turning on the Authenticator Application

  1. Turn on the Authenticator Application toggle

  2. Download the Authenticator of choice and then use the generated QR code

  3. Enter the code and click the “Verify Code” button.

  4. An ‘All Done’ message will appear confirming your Authenticator App is set up

Once you have activated your two-factor authentication (2FA), you will now have an extra step at login. As usual, your first step will be entering your email and password combination. The second step will require you to enter a valid 2FA code from either the SMS you receive or generate the code via your authenticator app of choice.

 

Please be aware that you can:

  • Select the “Don’t ask again on this device for 30 days” option.

    • Choosing this means a 2FA code won’t be required for 30 days.

    • Your login process will be as usual on that particular device/browser.

  • With 2FA enabled, you should be able to bypass the Google reCAPTCHA process.

If you have any questions or need further assistance, please click on the salmon-coloured help button in the bottom right-hand corner of the page.

This help button will begin a live chat with a team member during office hours. If your query is outside office hours, we will get back to you as soon as possible.