Try each of the following steps in order until the issue is resolved:
- Make sure that the user is assigned the appropriate roles to perform WealthPoint searches.
- Verify that the user name and password used to log in is correct
- Verify browser and proxy settings are not causing the error message
Note: If similar error messages occur when using PhoneFinder or PeopleFinder, refer to Error: Unable to log into [name of service]. Authentication with serial number failed: authentication exception - cannot retrieve site ID from given serial number. Please verify that your account information is correct. (BB245156).