Encrypted Email

Email Encryption

Before You Begin

For your protection, Janney uses encrypted email technology (via Proofpoint) to securely exchange sensitive information such as account details, documents, or instructions.
The first time you receive an encrypted email from your Financial Advisor, you’ll be prompted to complete a one-time registration process to verify your identity.
Once registered, you’ll be able to open future encrypted emails, securely view attachments, and reply directly through the secure portal.
You only need to register one primary email address; trying to set up multiple email addresses may cause errors.
Be sure to recognize the sender’s name and email address before opening the encrypted message for your security.
Have access to your email inbox during registration—you’ll receive a one-time verification code that must be entered within 30 minutes to complete the process.
For added convenience, you may also choose to use Janney’s Document Vault within Online Access to securely upload, store, and share documents with your advisor—without needing email encryption each time.

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Encrypted Email: Step-by-Step Guides

Mobile - IOS
How To Register for Proofpoint
Step 1: Access your email using an iPhone or iPad

Access your email by opening your email application to view your inbox (e.g. Gmail.com, Outlook.com, Windows Mail, Microsoft.com mail, Yahoo.com, etc.)

You will see an email from Janney containing the words ‘Secure’, or ‘Encrypt’ in the subject line.

Note: Your email must be enabled on your device. To enable go to Settings > Mail > Accounts> Gmail > toggle the green button to “On”. Then, exit to the Home screen. Open your email inbox by tapping on the blue envelope icon for mail.

Best Practice: For your security, ensure that you recognize the sender’s name and email address. The name shown will typically be your Financial Advisor or a known member of their team.

Step 2: Validate your account

In the body of the email, click on “Click Here” to start the validation process.

Note: If the message has an attachment, do not click on the attachment, use “Click Here” first for this step.

Step 3: Register your email and create a password

The Janney registration screen will prompt you to confirm your name and add an additional password for your security.
- Enter your credentials as prompted (First name and Last name).
- Create a new password to allow you to use this site for future messages.
Your password must meet the following criteria:
- Password must be 10-20 characters long.
- At least one digit (0-9) is required.
- At least one symbol character is required.
- Both uppercase and lowercase characters are required.
- Your username may not appear in the password.
Best Practice Password Tips: Your password should be unique to you. It should be something only you know, and something that you can remember easily. Do not share it with anyone.

Before you select “Continue”, open your email inbox in another window.

Step 4: Check your email

Check your email inbox on your device; and open an email from Proofpoint Encryption containing your unique validation code. This email will be similar to the example shown.

Note: This validation code is unique to you only; it cannot be used for someone else.

Step 5: Enter the verification code

Enter the verification code provided in the Proofpoint email.

Note: All validation codes expire within 30 minutes.

Step 6: Click the “Continue” button

Once the page loads, you will see the Janney logo at the top left of the screen with the encrypted email message inside. You can now read the message and send a reply to your Financial Advisor.

Note: Email message replies are limited to 25MB (Total size).

Step 7: Logout of Proofpoint

Once you’re finished, swipe up to close the portal.
Mobile - Android
How To Register for Proofpoint

Step 1: Access your email using an Android device

Access your email by opening your email application to view your inbox (e.g. Gmail.com, Outlook.com, Windows Mail, Microsoft.com mail, Yahoo.com, etc.)

You will see an email from Janney containing the words ‘Secure’, or ‘Encrypt’ in the subject line.

Best Practice: For your security, ensure that you recognize the sender’s name and email address. The name shown will typically be your Financial Advisor or a known member of their team.

Step 2: Validate your account

In the body of the email, click on “Click Here” to start the validation process.

Note: If the message has an attachment, do not click on the attachment. Simply use “Click Here.”

Gmail Users: You may see a SecureMessage tab at the bottom of your email. You do not want to tap on this. Please follow the “Click Here” instructions to open the email.

Step 3: Register your Email and create a password

Register and create a password to use to open future encrypted messages from Janney.

The Janney registration screen will prompt you to confirm your name and add an additional password for your security.
- Enter your credentials as prompted (First name and Last name).
- Create a new password to allow you to use this site for future messages.
Your password must meet the following criteria:
- 10-20 characters long.
- At least one numerical digit (0-9)
- At least one symbol character
- Both uppercase and lowercase characters
- Your username may not appear in the password
Before you select “Continue,” open your email inbox in another window.

Best Practice Password Tips: Your password should be unique to you. It should be something only you know, and something that you can remember easily. Do not share it with anyone.

Note: Do not tap the back arrow at the top upper left of the screen. This may clear the information entered causing you to re-enter your credentials.

Step 4: Check your email for a validation code

Check your email inbox for an email from “Proofpoint Encryption” containing your unique validation code. It should appear similar to the example shown.

Note: This validation code is unique to you. It cannot be used by someone else.

Step 5 Enter the verification code

Tap the back button again to go back to the portal page.

Enter the verification code provided in the Proofpoint email.

Click “Continue”

Note: All validation codes expire within 30 minutes.

Step 6: View your messages

Once the page loads, you should see the Janney logo at the top left of the screen with the encrypted email message inside. You can now read and reply to the message. You will use the same username and password to open encrypted messages sent from Janney in the future.

Step 7: Logout of Proofpoint

Once you’re finished, swipe up to close the portal.
Desktop
How To Register for Proofpoint

Step 1: Access your email using a computer

Access your email by opening your email application to view your inbox (e.g. Gmail.com, Outlook.com, Windows Mail, Microsoft.com mail, Yahoo.com, etc.)

You will see an email from Janney containing the words ‘Secure’, or ‘Encrypt’ in the subject line.

Best Practice: For your security, ensure that you recognize the sender’s name and email address. The name shown will typically be your Financial Advisor or a known member of their team.

Step 2: Validate your account

In the body of the email, select “Click Here” to start the validation process.

Note: If the message has an attachment, do not click on the attachment. First, select “Click Here.”

Step 3: Register your email and create a password

The Janney registration screen will prompt you to confirm your name and add a password for your security.
- Enter your credentials as prompted (First name and Last name)
- Create a new password to allow you to use this site for future messages.
Your password must meet the following criteria:
- 10-20 characters long
- At least one digit (0-9)
- At least one symbol character
- Both uppercase and lowercase characters
- Your username may not appear in the password
Best Practice Password Tips: Your password should be unique to you. It should be something only you know, and something that you can remember easily. Do not share it with anyone.

Before you select “Continue,” open your email inbox in another window.

Step 4: Check your email for your unique validation code

Check your email inbox and open an email from “Proofpoint Encryption” containing your unique validation code. This email will appear similar to the example shown.

Note: This validation code is unique to you only; it cannot be used for someone else.

Step 5: Enter the verification code

Enter the verification code provided within the Proofpoint email.

Note: All validation codes expire within 30 minutes.

Step 6: Click the “Continue” button

Once the page loads, you should see the Janney logo at the top left of the screen with the encrypted message. You can now read and reply to your Financial Advisor.

Note: Email message replies are limited to 25MB (Total size).

Step 7: Logout of Proofpoint

Once you’re finished, click “Logout” to end your session.

Best Practices: It is recommended that you do not forward emails to any other non-Janney domain email address outside of this portal. To send the encrypted email to your accountant, lawyer, spouse, or other person, please share their contact information with your Financial Advisor. From there, your Financial Advisor can send them the information in an encrypted format.

Peace of Mind: Notice the “Digital Signature is Valid” with the checkmark in green text. This is an acknowledgement to confirm that a verified sender, your Financial Advisor, sent you this message.

Helpful Tips: For reference, the Proofpoint Portal does not have a “sent items” folder. To obtain a copy of any messages you send, you must select “Send me a copy” before forwarding or replying to a secure message. Doing so will send a copy of your reply to your inbox for your records.

Forgot Password Instructions:

If you forgot your password, when you attempt to open an encrypted email in the log on screen, select “Forgot password”. You will be prompted to enter a new password (one you have not used before) in this application.

1) Select “Forgot Password” - Follow the prompts on your device.

2) You may see an on-screen confirmation that the request was sent to your inbox.

3) Select the email with the password reset.

4) Select the URL to open it and reset your password.

Your password must meet the following criteria:

Password must be 10-20 characters long.
At least one digit (0-9) is required.
At least one symbol character is required.
Both uppercase and lowercase characters are required.
Your username may not appear in the password

5) Once you have entered the new password, select “Continue” – You should now be able to see your encrypted messages in the Janney Portal.

Note: These messages may show “Proofpoint”; this is the secure vendor Janney uses for the encryption process.

Need Assistance?

Contact our Online Services team with questions, or if you’d like additional support. To allow for more efficient assistance, please have your Janney account information handy.

Phone: 888.882.0012

Email: [email protected]

Hours: Monday—Friday: 7AM – 7PM EST | Saturday, Sunday, and Holidays: 7AM – 12PM EST

Frequently Asked Questions

Why does Janney use encrypted email?

Encrypted email helps protect your personal and financial information. It ensures that only you and your Janney Financial Advisor can view sensitive messages, adding an extra layer of security beyond standard email.

Why do I need to register the first time?

The first time you receive an encrypted email from Janney, you will be asked to create a password. This allows you to securely access future encrypted messages without repeating the full setup process.

Who sends encrypted emails?

Encrypted emails are sent by your Janney Financial Advisor or members of their team when sharing sensitive information. Always confirm the sender before opening a secure message.

What if the email includes an attachment?

If the email includes an attachment, do not open it right away. Select the “Click Here” link in the message first to complete the secure validation process. Once validated, you can safely view any attachments.

What are the password requirements?

Your password must meet the following criteria:

Between 10 and 20 characters
Include at least one number
Include at least one symbol
Include both uppercase and lowercase letters
Your username cannot be part of the password

Choose a strong password you can remember and do not share it with anyone.

What is the verification code email?

After registering, you will receive a separate email from Proofpoint Encryption containing a one-time verification code. This code confirms your identity and expires after 30 minutes.

What if I do not receive the verification email?

Check your spam or junk folder. If you still do not see the email, contact Janney Online Services for assistance.

How do I know the message is secure?

Once opened, the encrypted message will display the Janney logo and a green checkmark confirming the digital signature is valid. This indicates the message has not been altered and is secure.

Can I reply to an encrypted email?

Yes. You can reply directly within the secure portal. Replies and attachments sent through the portal remain encrypted.

Can I forward an encrypted email?

For security reasons, encrypted emails should not be forwarded outside the secure portal. If someone else needs access, include their email address in your reply and your Financial Advisor can send them a separate encrypted message.

Is there a file size limit for attachments?

Yes. Attachments are limited to 25MB when replying through the secure portal.

Should I log out after reading my message?

Yes. When you are finished, log out of the Proofpoint portal and sign out of your email to help keep your information secure.

Who can I contact if I need help?

If you need assistance, contact Janney Online Services:

Phone: 888-882-0012
Email: [email protected]

Support is available Monday through Friday, 7 AM to 7 PM ET, and weekends and holidays from 7 AM to 12 PM ET.

Working With Janney

Depending on your financial needs and personal preferences, as well as the fees and costs associated with those services, you may opt to engage in a brokerage relationship, an advisory relationship, or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile.

If you engage in a brokerage relationship, you will buy and sell securities on a transaction basis and pay a commission for these services. Our recommendations for the purchase and sale of securities will be based on what is in your best interest and reflect reasonably available alternatives at that time. If you engage in an advisory relationship, you will pay an asset-based fee, which encompasses, among other things, a defined investment strategy, ongoing monitoring, and performance reporting. Your Financial Advisor will serve in a fiduciary capacity for your advisory relationships.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/