Integrate single sign-on with Okta

Before you integrate single sign-on with Okta, ensure that:

• You enable single sign-on for your firm.

• You have administrator access to your firm's Okta account.

We recommend that single sign-on integration is performed by an administrator who is familiar with single sign-on setup in Okta.

The integration process is summarized in the following figure.

To learn more, see:

• Create a new app integration

• Generate client credentials

• Copy the metadata URI

• Manage authorization servers

• Generate the Reply URL

• Test your single sign-on integration