These instructions will guide you through enrolling in Okta FastPass, a seamless authentication method designed to enhance security and streamline access, on Windows 11 and macOS (Sequoia/Sonoma). For this document, 'Okta FastPass,' 'FastPass,' and 'Okta Verify' are used interchangeably.

• Enroll on Windows
• Set Up on macOS

Important Dates

• Adoption Deadline is 5/23.
• SMS, Phone Call and Google Authenticator will be decommisioned on June 2nd.

Before you begin:

• You must have Okta Verify setup on your mobile device.
  • Click this link, Okta Verify Mobile, for those instructions and scroll to the heading - Step 2: Set Up Okta Verify on Your New Mobile Device.
• You must have Okta Verify installed on your Windows or macOS device. This is automatically installed via WorkSpace ONE (WS1) Intelligent Hub. Check for the Okta Verify app in your Start Menu (Windows) or Launch Pad (macOS).
  • Note: if you do not see Okta Verify in the App Catalog, please contact us at help@charteroakfinancial.com

What is Okta FastPass?

• Okta Verify (FastPass for desktop) confirms your identity when you sign in to our accounts and ensures you access secure websites, making data more secure. Plus, it’s a better, simpler sign-on experience, you'll login to your device without always needing two-factor authentication.  

  • More details can be found here.

  • Why Okta FastPass?

Prefer the Complete Guide?

• Download the full PDF for detailed instructions and additional support: Okta FastPass Full PDF

• Video walkthrough

Quick Reference: Windows and macOS Setup:

1. Open the Okta Verify app.
2. Click Get Started.
3. Select Next > Next.
4. Check your browser for an open Okta verification page and complete the verification process.
5. When prompted for Touch ID, choose Skip or Not Now.
6. You’ll see Account Added enrollment is complete!
7. Test your verification by logging in and choosing Okta FastPass under the Verify with something else option.

Windows 11 Instructions:

Open or Install​​ Okta FastPass: Windows 11

• First determine if the app is installed or if you need to access Intelligent Hub to download it.
  • Open Windows search and enter Okta Verify and launch it if installed.

• If not found, click on the Hub icon in the Apple menu bar > Launch Intelligent Hub > Locate Okta FastPass > Install > Open.

Configure Okta FastPass: Windows 11

• Get Started

• Next

• New Account > Next

• Check your browser for an open Okta verification page and verify.

• Once verified, you will see, Your identity is verified.

• Click Skip or Not now for Touch ID.

• Your account has been added. Your device is enrolled in Okta FastPass. You will also receive an email from Okta verifying your enrollment.

macOS Instructions:

Open or Install FastPass: macOS

• First, determine if the app is installed or if you need to access Intelligent Hub to download it. 
  • Open Spotlight, search for Okta Verify, and launch it if installed.

• If not found, click on the Hub icon in the Apple menu bar > Launch Intelligent Hub > Locate Okta FastPass > Install > Open.

Configure Okta FastPass: macOS

• Get Started

• Next

• New Account > Next

• Check your browser for an open Okta verification page and verify.

• Once verified, you will see, Your identity is verified.

• Click Skip or Not now for Touch ID.

• Your account has been added. Your device is enrolled in Okta FastPass. You will also receive an email from Okta verifying your enrollment.