Help: Getting started with multi-factor authentication (MFA)

Multi-factor authentication (MFA) adds an extra layer of security to your PitchBook account by requiring a second verification method in addition to your password. Our process also includes a recovery code you can save in case you are unable to use a second verification method. You can choose from the following approved MFA methods:

• SMS text message
• Third-party authenticator app (Google Authenticator or similar)

1. Navigate to the PitchBook Login page.
2. Enter your email and password and select Sign In.

3. Next, you’ll land on the Keep Your Account Safe page.
4. Choose to set up your second authentication method as either:
   
   1. Third-party authenticator app (Google Authenticator or similar)
   2. SMS text message

The following section walks you through setting up SMS text message verification. If you’d rather use an authenticator app, jump ahead to the Setting up a third-party authenticator app section of this article.

1. If you select SMS on the Keep Your Account Safe page, you’ll be brought to the relevant Secure Your Account page.
2. Type in your phone number and click Continue.

3. On the Verify Your Identity page, you’ll see a message confirming a code was sent to the phone number you entered.
4. Type the code you received on your phone into the Enter the 6-digit code* field and click Continue.

Note: You may select Try another method if you’d like to use a third-party authenticator app instead.

5. You’re almost done! The last step is copying the one-time unique recovery code that has been generated for you.
6. Copy and save this code somewhere safe. You can use this code to regain access to your account if you don’t have access to your phone for the second verification method.
7. Then, select I have safely recorded this code, and click Continue to proceed to the PitchBook Platform.

1. If you select Google Authenticator or similar on the Keep Your Account Safe page, you’ll be brought to the relevant Secure Your Account page.
2. On the Keep Your Account Safe page, you will see that a QR code has been generated.
3. Open the third-party authenticator app of your choice and scan this QR code. Follow the directions in the app to identify the code.
4. Enter the code from the app into the Enter your one-time code* field and then click Continue.

Note: You may select Try another method if you’d like to use SMS text message instead.

5. You’re almost done! The last step is copying the one-time unique recovery code that has been generated for you.
6. Copy and save this code somewhere safe. You can use this code to regain access to your account if you don’t have access to your phone for the second verification method.
7. Then, check I have safely recorded this code and click Continue to proceed to the PitchBook Platform.

If you lose access to your phone or device, you can use your recovery code to sign in. Each code generated can only be used once. Follow these steps to log in. Once logged in, you can update your second verification method to use a different device if needed.

1. From the Verify Your Identity page, click Try another method.

2. Select Recovery code as your verification method.

3. Enter the recovery code you saved when you set up MFA for your account and click Continue.

4. You’re almost done! A new recovery code will be generated for you to copy and save.
5. Select I have safely recorded this code, and click Continue to proceed to the PitchBook Platform.

In this section, you’ll find some frequently asked questions related to MFA. Click on the + icon next to the question to reveal the answer.