Click on ‘Email’ in the left-side navigation and then ‘Connect Your Email’
Enter your email and click ‘Add Email Account’
Select ‘Microsoft Exchange’ as your email provider.
Click ‘Advanced Settings’ to reveal additional fields.
Complete the form using the following:
Email:
Your Email
Password:
Your Password
Exchange Username:
Your Email
Exchange Server:
Your server URL
Dismiss the confirmation modal. Syncing may take anywhere from a few minutes to a day.
Written by Wealthbox Team
Updated over a year ago