How to Login to the Zoe Wealth Platform
To access your account, you’ll type the URL app.zoefin.com into your browser. This is a great site to have bookmarked as you’ll always use this when you need to access your client’s accounts or manage your pipeline.
You’ll be taken directly to our login screen which will prompt you for your email address and password. When you input your email and phone number, you’ll receive a two factor authentication code either via text or via Google authenticator, whichever you selected during your first login. Input that code on the next screen.
If this is your first time logging in, you will choose how you would like to receive your two factor authentication code. If you opt for text, please ensure the number associated with your user can receive SMS text messages. If you opt for the Google authenticator, please ensure you'll have access to this app each time you plan to access the Zoe Wealth Platform.
If you need any additional assistance, you can contact your Zoe relationship manager or the Zoe Client Success team at clientsupport@zoefin.com or 646-264-4449.