Account & Login

Account owners and staff all log in on the same screen with Email and password, or by choosing Log in with Google. You don't need to pick an account type. After you log in, Wealify automatically opens the features that match your permissions.

Staff (Finance, Seller) log in with the email the account owner invited and the password they set when accepting the invitation — see the article Staff permissions.

• Tick Remember me so you don't have to re-enter your email next time on the same browser.

• If you have turned on two-factor authentication for login, you also need to enter the OTP code sent to your email or the code in Google Authenticator.

1. On the login screen, choose Forgot password?

2. Enter your registered email and follow the instructions in the password reset email.

3. Set a new password (at least 8 characters, including letters and numbers), then log in again.

⚠️ NOTE: ACCOUNTS REGISTERED WITH GOOGLE DON'T HAVE A PASSWORD YET

If you want to log in with email and password, go to Account information → Password → Edit to set a password.

All Wealify OTP codes are sent from no-reply@wealify.com, have 6 digits, and the subject line starts with "[Wealify]".

Can't find the email with the code? Check in this order:

1. Make sure you are checking the inbox of the email registered with Wealify (or the account owner's email, if you are a staff member).

2. Type into your mailbox search: no-reply@wealify.com or [Wealify].

3. Open the Spam / Junk, Promotions, Updates (Gmail) or Other (Outlook) folders.

4. Check your mail filters or auto-forwarding rules in your mailbox settings — they may have moved Wealify emails to another folder.

5. For company email: ask your IT team to check whether emails from wealify.com are being blocked.

6. Still nothing? Use the table below.

If you still haven't received the code — contact Wealify CS. Have ready: your account email, the action you were doing and when you did it.

⚠️ NOTE: NEVER SHARE YOUR OTP CODE WITH ANYONE

Wealify will never call or message you to ask for your OTP code. If you receive an OTP email about a transfer or password change that you didn't make, please change your password immediately and contact Wealify CS.

Please contact Wealify CS with your login email and a screenshot of the message on your screen.

The Account information menu shows: account type, current tier and a progress bar to the next tier, email, full name, phone number (with verification status) and password (date last changed).

After signing up, you need to verify your phone number via Telegram.

1. Go to Account information and choose Verify next to your phone number. This step also appears automatically when you start KYC.

2. Choose Verify via Telegram. Telegram opens the Wealify bot.

3. In Telegram, choose Start, then choose Share phone number.

4. Go back to Wealify. Your phone number changes to Verified.

If verification doesn't work:

Two-factor authentication (2FA) is a second layer of protection for your account: besides your password, you must also enter an OTP code sent to your email or generated in the Google Authenticator app. Even if someone else knows your password, they still can't log in or transfer money without this code. You set it up in the Security settings menu.

How to turn on two-factor authentication:

1. Go to the Security settings menu.

   

2. Choose how to receive the code: Email or Google Authenticator.

   

3. Tick the actions you want to protect: Log in, Add payment method, Withdraw.

   

4. Choose Next and enter the OTP code to activate.

How to turn it off: do it in Security settings and enter the correct OTP code to confirm.

⚠️ NOTE

• For business accounts, the OTP is sent to the account owner's email, even when a staff member creates the order.

• If you use Google Authenticator, please keep your recovery code somewhere safe. If you lose your phone without the recovery code, you'll need to contact Wealify CS.

• Some actions always require their own OTP: viewing the card number / CVV and editing account information.

The Permissions menu lets your staff share your Wealify account with limited permissions. Changes take effect immediately when you change a role, unassign or remove a staff member, even if they are logged in.

Permissions for each role:

Invite staff:

1. Choose Permissions → Add member. Enter a Nickname (must be unique) and an Email (not already used for another Wealify account), choose the Title Finance or Seller, then send the invitation.

2. The staff member opens the invitation email, sets a password and activates the account. The invitation link is valid for 24 hours.

3. Staff log in with the invited email and their password, on the same login screen as the account owner.

Nickname rules for staff: each member has one nickname, with no spaces or special characters, up to 50 letters and numbers. Staff log in with their email, not their nickname.

You can invite up to 5 members at once by choosing Add member again on the invite screen. Choose – to remove a row you are entering.

Assign a Global Account to staff: when creating a Global Account, choose the staff member in the Select staff field. For an existing account, open the account details, under Assignee choose the pen icon → choose an Active member → Assign. To unassign, choose the x next to the staff member's name.

• Language: choose VI / EN in the top-right corner. Emails and notifications are also sent in the language you choose.

  

• Notification bell: the number on the bell is how many notifications you haven't read. Notifications include verification results, incoming money, completed or failed transfers, card creation and fees charged. Notifications are kept for 1 year.

  

• Refer friends: choose the Refer friends menu, copy your referral link or invite code and send it to your friends. People who sign up through your link (or enter your invite code when signing up) appear in Referral history. Rewards follow the current promotion.

  

• Lock your account (temporarily or permanently): please contact Wealify CS.

• Reopen a temporarily locked account: please contact Wealify CS.

• Permanently locked account: it can't be reopened. Please sign up for a new account to keep using the service.

The Developers menu is for customers who integrate their own systems with Wealify.

• API Key: the key your system uses to call the Wealify API, issued under contract. Please contact Wealify CS to get a key and the integration documentation. Keep your API Key secret, like a password.

• Webhook: Wealify sends notifications to your web address when events happen. Choose Add webhook, enter the Webhook URL (https) and Webhook name, tick the events you want to receive and choose Add. Each webhook has a Public Key so your system can verify the notification signature. The Overview and Events tabs show the delivery history.