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Logging into Maxwell (for Admins and Advisors)

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Kaylie Bryslawskyj

If you’ve already set up your account, you can log in at https://app.maxwellhealth.com/.

Depending on the type of access you’ve been set up with, you’ll select either Maxwell for Administrators (typically Employer Level) or Maxwell for Advisors (typically Broker Level).

In this article we’ll cover:

Login Troubleshooting for Admins and Advisors

Are you having trouble logging in for the first time? If this is your first time logging in, check that you’ve done the following:

  • Received a welcome email from Maxwell Health prompting you to set up a password.
  • Checked with your Implementation Consultant or your company’s Maxwell Administrator to confirm that you’ve been added to Maxwell Health as an Administrator.
  • Confirmed the email address you’re using to log in is an exact match to the email address you have been set up with as an Administrator in Maxwell.

If you have checked the above or have logged in previously to Maxwell and have issues logging in with your credentials:

  • You can try resetting your password by selecting Forgot password? on the login page and then entering your First Name, Last Name and Email Address to request a password reset.
    ForgotPassword-Admin.png
  • You can reach out to the Advisor/Broker you are working with or another of your company’s Maxwell Master Administrators to have them reset your password.

If you have logged in previously to Maxwell and have issues logging in with two-step verification, you may need help resetting your two-step verification method.

If you’re still having difficulty accessing your Maxwell Health account, you can also reach out to support@maxwellhealth.com or call 1-866-629-7445.

How to set up two-step verification on an account

Maxwell Health requires two-step verification for all Advisor-level access logins and provides an option to turn on two-step verification for Admin-level and Member-level logins.

When two-step verification has been turned on for an account, you will be asked to enter your login credentials first (email and password) and then you’ll be prompted to enter the security code you receive by SMS/Text, Voice Call or through an Authenticator App.

Setting up two-step verification on an individual Admin account

  • When logged into your Administrator account, navigate to your Profile.
  • Click “Manage” next to Two-step Verification

Manage2step.png

  • Review how two-step verification works and select “Turn on”

Admin-TurnOn2step.png

    • Note: If the only option you see is to ‘Reset your verification method’, this means two-step verification has been turned on at the Employer level and is required for all users.
  • If two-step verification is enabled on your account, the next time you log in, you’ll be prompted to set your additional identification method after you’ve entered your password.

2Step-Setup.png

Maxwell provides the following three options to choose from for your additional identification method:

    • SMS/Text Message Authentication
      • Use your mobile phone to receive a text message with a unique code.
    • Voice Call Authentication
      • Set up a phone number where you can receive a voice prompt with a unique code.
    • Authenticator App
      • Use an Authenticator app on your smart phone or through your computer’s browser window to generate the code.

Setting up two-step verification on an individual Advisor account

  • Maxwell Health requires two-step verification for all Advisor-level access logins.
  • Since two-step verification is enabled automatically on your account, you’ll be prompted to set your additional identification method after you’ve entered your password when logging in. 

2Step-Setup.png

Maxwell Health is serious about protecting data. With two-step verification, it’s important that each individual user has their own personal Maxwell Health account so they can receive verification codes.

  • Please note: If you currently share your account with another person, you will need to set up your own Maxwell Health account with two-step verification enabled.

How to reset two-step verification on an account

We've provided Admins and Advisors the ability to manage two-step verification resets for other users that they have access to manage. The following are the different ways to reset two-step verification for different levels of access with directions below:

  • Reset my own Advisor Two-Step Verification
  • Reset my own Admin Two-step Verification
  • Reset another Advisor's Two-Step Verification
  • Reset another Admin's Two-Step Verification 
  • Resetting or turning off Two-Step Verification for an employee

Resetting your own two-step verification method

Reset my own Advisor Two-Step Verification 

  • Please note that you must be logged into your account in order to reset this yourself.
  • View your Profile from the Dropdown in the top right corner of your Advisor Login
  • Select the “Reset” button to Reset Two-Step Verification
  • When two-step verification is reset on your account, the next time you log in, you’ll be prompted to set your additional identification method after you’ve entered your password.

Reset my own Admin Two-Step Verification

  • Please note that you must be logged into your account in order to reset this yourself.
  • View your Profile from the Dropdown in the top right corner of your Admin Login

Profile.png

  • Select the “Manage” button next to Two-Step Verification

manage.png

  • Select "Reset" button next to Reset your verification method

Reset-Admin.png

  • When two-step verification is reset on your account, the next time you log in, you’ll be prompted to set your additional identification method after you’ve entered your password.

Resetting two-step verification for another Admin, Advisor, or Employee

Reset another Advisor's Two-Step Verification

  • Please note that you must be a Master Advisor to reset this for other Advisors.
  • Navigate to the Advisors tab and select “Edit”
  • Select the “Reset Two-step verification” button
  • When two-step verification is reset on the account, the next time the user logs in, they’ll be prompted to set the additional identification method after they’ve entered your password.

Reset another Admin's Two-Step Verification 

  • Please note that you must have Master Admin access to reset this for other Admins.
  • Navigate to the User Access tab and select “Credentials” next to the applicable Administrator 

Credentials.png

  • Select the “Reset two-step” button

Admin-ResetTwo-step.png

  • When two-step verification is reset on the account, the next time the user logs in, they’ll be prompted to set the additional identification method after they’ve entered your password.

Resetting or turning off Two-Step Verification for an employee

Reset Two-Step Verification for an Employee

    • Search for the employee and go to their profile
    • Select Options and Manage Two-step
    • Choose Reset Two-step
    • When two-step verification is reset on the account, the next time the user logs in, they’ll be prompted to set the additional identification method after they’ve entered your password.

Turn off Two-Step Verification for an Employee (if not required at the employer level)

    • Search for the employee and go to their profile
    • Select Options and Manage Two-step
    • Choose Turn off Two-step
    • When two-step verification is reset on the account, the next time the user logs in, they’ll be prompted to set the additional identification method after they’ve entered your password.

If you have questions, you can also reach out to support@maxwellhealth.com or call 1-866-629-7445.

 

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