Firm-Wide Email Settings

Firm-wide email settings are managed at Firm Settings > Emails & Notifications.

Here you add a legal disclosure to emails, as well as control CC and BCC recipients for all emails sent across your firm account, but also for Advisors to add them to their accounts as well (perfect for a central billing or administrative person who needs global oversight).

Email Disclosure

Add a legal disclosure to the bottom of all emails sent across the firm by entering in your text. Your new disclosure will auto-save! (There are no hard character limits.)

Recipients

To add a BCC email to receive all emails sent across the firm, enter the email in the box and click Add Recipient.

To remove a BCC recipient, click to the right on the X and it will remove the email listing.

Allow Advisor CC and BCC

Turning on these settings allows advisors to add recipients as a (cc) carbon copy to receive and a blind carbon copy to notifications in their account settings.

Users

This setting allows for the Home Office to receive a daily report detailing Advisors that have been deleted or when advisors' permission levels have been updated.

eSignature

These settings, when turned "on" will notify advisors when a document is voided by the account owner or home office admin.