We’re excited to announce a new enhancement to WealthWorks+ that makes accessing your account easier and more secure: Sign in with Microsoft is now supported!
This new feature allows users to authenticate using their existing Microsoft account — whether it’s a personal account or one provided by your workplace or school. By integrating Microsoft sign-in, we’re streamlining the login experience and reducing the need to remember separate WealthWorks+ credentials.
Why This Matters
Security and simplicity are at the heart of this update. With Microsoft sign-in, users benefit from:
- Fewer passwords to manage
- Improved authentication security
- Seamless integration with existing Microsoft accounts
If you’re already using Two-Factor Authentication (2FA) with an authenticator app, rest assured — it will continue to work seamlessly alongside this new sign-in method.
Important Requirements
Before enabling this feature, please note:
- HTTPS is required: Your WealthWorks+ installation must be configured to use secure HTTPS (secure HTTP). If you need assistance with this setup, our Support team is here to help.
- User consent is required: Once enabled, users will be prompted to grant permission to sign in via Microsoft. This access can be revoked at any time through their account settings.
How to Enable Microsoft Sign-In
To activate this feature for your WealthWorks+ environment:
- Contact our Support team for guidance and setup assistance.
- Ensure your installation is using HTTPS.
- Once enabled, users will be able to sign in using their Microsoft credentials.
Looking Ahead
This release is part of our ongoing commitment to making WealthWorks+ more secure, user-friendly, and adaptable to modern authentication standards. We’re continuously working to improve your experience — and this is just one of many steps forward.
If you have any questions or need help enabling this feature, please don’t hesitate to reach out to our Support team.
