--- title: Updating Your SSO Certificate in Holistiplan description: How to update an SSO certificate --- [Skip to content](https://help.holistiplan.com/updating-your-sso-certificate-in-holistiplan-#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en) 3. [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) # Updating Your SSO Certificate in Holistiplan #### **Overview** When your SSO (Single Sign-On) certificate is due for renewal, the process to update it in Holistiplan is fully self-serve. The update takes less than a minute and can be completed directly by a firm admin. If you’d like support to review or confirm your update, you’re always welcome to contact us at **[support@holistiplan.com](mailto:support@holistiplan.com)** — but this step is optional. --- #### **Who Can Perform This Update** Only firm admins in Holistiplan have access to edit SSO settings and update the certificate. --- #### **Steps to Update Your SSO Certificate** 1. Log in to your Holistiplan account. 2. Navigate to Settings → Security Settings. 3. Under SSO Settings (it may say Okta settings or Entra Settings dependent on IDP), clickEdit. 4. Either: - **I**mport from XML new metadata, *or* - Replace the MD5 certificate directly in the certificate field. ![](https://help.holistiplan.com/hs-fs/hubfs/CleanShot%202026-02-11%20at%208%E2%80%AF-24-09@2x-png.png?width=1630&height=926&name=CleanShot%202026-02-11%20at%208%E2%80%AF-24-09@2x-png.png) 5. Click Submit to save your changes. Your changes will take effect immediately — there’s no downtime or approval delay. --- #### **Best Practices** - Confirm with your IT team that your identity provider (IdP) configuration matches the new certificate before submitting. - Keep a copy of your previous certificate for reference in case you need to roll back. - Notify your users that an SSO update occurred if you anticipate any sign-in changes. --- #### **Need Help?** If you encounter any issues or have questions about your firm’s SSO setup, please reach out to **[support@holistiplan.com](mailto:support@holistiplan.com)** with the subject line **“SSO Certificate Update”**. 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