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Click on ‘Email’ in the left-side navigation and then ‘Connect Your Email’

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Enter your email and click ‘Add Email Account’

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Select ‘Microsoft Exchange’ as your email provider.

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Click ‘Advanced Settings’ to reveal additional fields.

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Complete the form using the following:
Email:
Your Email
Password:
Your Password
Exchange Username:
Your Email
Exchange Server:
Your server URL

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Dismiss the confirmation modal. Syncing may take anywhere from a few minutes to a day.

How do I connect to Zimbra/Outlook Email?
Wealthbox Support
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