Evolve4Advisor Client Portal Login Instructions

Evolve4Advisor Client Portal Login Instructions

  1. 2. Enter your email address  


  1. a. If email is hosted with Microsoft O365:  


  1. i. You will be prompted to enter the password you use to access your email for your organization  


  1. ii. You will then be required to setup “Multi-Factor Authentication” (MFA)  


  1. 1. Directions for establishing MFA can be found by going HERE  


  1. iii. Once MFA has been established, you will automatically be dropped into the ATP Client Portal Home Page  


  1. b. If your email is NOT hosted with Microsoft O365:  


  1. i. You will be issued a “One Time Passcode” (OTP) from the system and be required to enter it  


  1. ii. You will then be required to setup “Multi-Factor Authentication” (MFA)  


  1. 1. Directions for establishing MFA can be found by going HERE  


  1. iii. Once MFA has been established, you will automatically be dropped into the Evolve Client Portal Home Page 

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