Using LastPass with rebel Financial

LastPass

Can't keep your account with us but still want us to manage it for you? No problem!

Using LastPass will allow you to share your account login information securely with us so we can manage your “held away” accounts more effectively without us having to know your login and password. Using a Password Manager is something you should be doing already, but if you’re not this is a great opportunity to start so that you can protect your information to a much greater degree and collaborate with us more effectively.

Watch Along To Learn More:

Woman Using Computer

LastPass Premium is billed annually at a cost of $3 a month for 1 user.

You can download LastPass as a chrome extension and an app for both iPhone/Android. The desktop extension is FREE.

*Please note to integrate your LastPass account with rebel Financial from your mobile devices, you will need to have the Premium service offered by LastPass, so your passwords can be safely shared with us via phone/tablet*

To check out other features and pricing click here:

Integrating your LastPass with rebel Financial

  • 2) Make sure the username and password for the financial site you’d like to share with us is saved in LastPass

    a) Also, save any security questions in the “notes” section that we would need to be able to answer to be able to successfully login.

  • 3) Go into your LastPass Vault and find the applicable login information.

    a) Click the share button (looks like a two people silhouette).

  • 4) Type in our email address: Phil@rebelfinancial.com

    a) Chose “Share – password will remain a secret”

    b) Push the big red “Share” button.

  • 5) One more step if your account provider uses 2-step verification (where they send you a text or email with a verification code to be able to get in:

    a) You can choose the less tech savvy option by just giving us one of the 2 delivery methods (text or email).

    i) Our Email – 2step@rebelfinancial.com

    ii) Our number to use for Text – (614) 441-9605

    b) Or you can setup a filter/forward in as described in these Youtube videos:

    i) Gmail to automatically forward the code when it comes to your email. See example here: https://www.youtube.com/watch?v=Etkpm6A0FgM

    ii) Outlook to automatically forward the code when it comes to your email. See example here: https://www.youtube.com/watch?v=vIHoaqiUERY

*Please note that you may not share account information which would give us the authorization to withdraw funds.  rebel Financial does not take custody of client funds and this would effectively put us in custody of your funds.*