Welcome to Currencycloud! This guide provides step-by-step instructions to help you get started on our Currencycloud Direct platform after receiving your welcome email.
1. Open your welcome email
Open your welcome email from Currencycloud and locate the "Create Password" link. Click on this link to begin the process.
2. Create a new password
You will be prompted to set a new password. Please ensure your password meets the following criteria:
- At least 8 characters long.
- Does not contain your first name, last name, or any part of your email address before the '@' symbol.
- Contains no spaces.
- Includes a mix of uppercase and lowercase letters, symbols, and numbers.
- Is different from your previous password.
After entering your chosen password, confirm it by entering it again.
3. Enter answers to security questions
You will be asked to provide answers to three security questions. Enter your answers carefully, as these may be required for account recovery and verification in the future.
4. Complete the setup
Click the "Continue" button once you have entered your new password and security answers. A confirmation message will appear, stating "Congratulations, you are now able to access the Direct platform."
5. Access the Currencycloud Direct platform
Return to your welcome email and follow the link provided to the Direct platform. This link will take you to the login page.
6. Log In
On the login page, enter your login ID (as shown in the welcome email) and the new password you just created. Click on the "Login" button to proceed.
7. Set up the Authy app
Once logged in, you will be prompted to set up the Authy app for two-factor authentication. Follow the on-screen instructions to complete this setup. You will need to either download the app on your smartphone or alternatively request a code via SMS to a mobile phone number. Instructions for both options are given below.
Downloading and setting up Authy on your smartphone
1. Download the Authy app
- Open the App Store (iOS) or Google Play Store (Android) on your smartphone.
- Search for "Authy" in the search bar.
- Select the Authy app developed by Twilio Inc.
- Tap the "Download" or "Install" button.
2. Launch the Authy app
Once the app is installed, open it by tapping the Authy icon on your home screen.
3. Enter your mobile number
- Upon launching the app, you will be prompted to enter your mobile phone number.
- Enter the number and select your country code from the dropdown menu.
- Tap "Next" to proceed.
4. Verify your mobile number
- Authy will send a verification code to the mobile number you provided.
- Enter the code in the app to verify your number.
Using Authy without a smartphone (using SMS)
1. Register your mobile phone number on Authy
- Visit the Authy website on your computer or tablet.
- Click on "Download Authy" and choose "Use Authy on Your Desktop."
- Enter your mobile phone number and select your country code.
- Click "Register."
2. Verify your mobile number
- Authy will send a verification code to your mobile via SMS.
- Enter the code on the Authy website to verify your number.
3. Access your Authy account
- After verification, you will be able to access your Authy account on your desktop.
- You can then add new accounts or view existing ones, which will generate 6-digit authentication codes.
4. Receive 2FA codes via SMS
- Simply select the "SMS" option during the 2FA setup process.
- Authy will send the 6-digit authentication codes to your mobile number via SMS.
- Enter the code received in your SMS to complete the authentication process.
Troubleshooting
For troubleshooting assistance, please refer to our two-factor authentication guide.