What is a CRM Rackspace email box?

Once you complete the "Create a Username and Password" page of your new account, you'll receive an email to verify your email address. After you have verified your email, you can complete your application at any time by logging into the app and tapping Finish Application from the Home page, Portfolio, or anywhere you see the banner within the app…

ADVISOR PORTAL LOGIN

Your financial advisor can duplicate client accounts from his/her Advisor Portal:…

To check the status of a client application:

1. Log in to Advisor Portal
2. From the Home page, click the Contacts…

For privacy and security, all Interactive Brokers CRM workflows, events, notes and emails are stored on Rackspace, a leading third party managed cloud solution provider. IBKR neither stores nor has access to that data.

To use these features you must create a Rackspace password. The password will be stored, and you will not be required to re-enter this password. There is no charge to use the notes, events, and workflows features, although there is a small charge if you want to use a Rackspace email…