Overview
As part of the Filing Manager FCA workflow, we require our users to save their FCA username, password and MFA secret key saved in FundApps, this allows our product to submit the short report with the user’s FCA account.
How to Set Up
To add the necessary credentials, the user will have to follow these steps:
Under Portfolios/Entities > Forms Properties > Regulators ID, please update your FCA ReportingID.
Find your FCA ReportingID on the FCA ESS portal. When you select a new case, once you choose the entity you would like to report to, the Position Holder ID is automatically populated on the website. That’s your FCA ReportingID.
In the Filing Manager FCA screen, please click on the cog icon:
A pop-up will appear where the user needs to save their FCA username, password and MFA secret key:
To obtain the MFA secret key, we will require our users to reset their MFA details with the FCA so that we can align the secret key.
Login to the FCA ESS portal (if this is your first time setting up MFA, skip to step 8).
Click on your username at the top right corner, followed by My profile.
Scroll down to MFA Details and click on Reset MFA > Confirm.
Log out of the portal.
Check your email. The FCA should have sent you a 6-digit code to use when you log in again.
Login again on the FCA portal using the 6-digit code to test it works.
The FCA will prompt you to choose an MFA method. Please select the first option, Download and use the Salesforce authenticator app or use your preferred authenticator app.
Right-click the QR code and select Copy image address.
Paste the address in a notepad, and your MFA secret key is the code displayed at the end of the address:
Copy this number and save it in the Filing Manager pop-up under MFA secret key.
Please make sure you have updated this new QR code in your authenticator app so that you can log in to the FCA portal in the future!
Now you are all set and ready to use the Filing Manager FCA service!