LastPass

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

About LastPass

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.

**THIS SERVICE IS ONLY AVAILABLE FOR SILVER AND GOLD MEMBERS

Watch this video from LastPass

Check out this LastPass review

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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

  • Download and install LastPass

    A) Download here

  • 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 log in.

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

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

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

    A) Choose “Share – password will remain a secret”

    B) Push the big red “Share” button.

  • 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 an example here

    ii) Outlook to automatically forward the code when it comes to your email. See an example here

  • Password precautions

    A) If you have to reset your password or if LastPass changed the multifactor authentication settings, you will need to update and re-share your LastPass with us so we receive your new information

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

*Please understand this whole process is your responsibility. If we don’t have access, then we cannot get in. If we ever find that we cannot get in, we will try to send reminders out to you to reshare your information*