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.
To configure a CRM Rackspace Password:
- Log into Advisor Broker Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under User Settings go to Security find the Rackspace Password section
- Click Rackspace Password.