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Support - Mi-Gateway

Mi-Gateway

Model Strategy changes to Mi-Gateway.

We have introduced some new functionality to MiGateway where you are now able to select the client’s investment strategy (e.g., Inflation Plus or Offshore Models) when uploading a mandate. We have left the Local/Offshore dropdown selection for Mandate Application Forms. When uploading a new mandate for a client, you will notice that a new field…

Setting up Duo Multi Factor Authentication(MFA) for Mi-Gateway from your Phone.

We have recently implemented MFA for Mi-Gateway. MFA creates an additional layer of security when logging into Mi-Gateway by using your phone as part of the authentication process. For more information, please email analytics@miplan.co.za or your  contact person at Mi-Plan. To set up MFA, we will need to enable it on your account. You will…

Setting up Duo Multi Factor Authentication(MFA) for Mi-Gateway from your Computer.

We have recently implemented MFA for Mi-Gateway. MFA creates an additional layer of security when logging into Mi-Gateway by using your phone as part of the authentication process. For more information, please email analytics@miplan.co.za or your  contact person at Mi-Plan. To set up MFA, we will need to enable it on your account. You will…

How to add Entity Clients to Mi-Gateway

If you would like to add an Entity Client to Mi-Gateway then please follow these instructions: Select Add Client on the client page. Select Entity. Provide information for all groups. Please note that in order to save an Individual Client you will have to have a minimum of an Email, Registered Name and Registration number.  Once a…

How to add an Individual Client in Mi-Gateway.

If you would like to add an Individual Client to Mi-Gateway then please follow these instructions: Select Add Client on the client page. Select Individual. Provide information for all groups. Please note that in order to save an Individual Client you will have to have a minimum of an Email, First Name, Last Name and ID number….

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