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How do I connect to Zimbra/Outlook Email?

Wealthbox Support
Wealthbox Support
  • Updated
  1. Click on ‘Email’ in the left-side navigation and then ‘Connect Your Email’

  2. Enter your email and click ‘Add Email Account’

  3. Select ‘Microsoft Exchange’ as your email provider.

  4. Click ‘Advanced Settings’ to reveal additional fields.

  5. Complete the form using the following:

    Email:

    Your Email
    ​

    Password:

    Your Password
    ​

    Exchange Username:

    Your Email
    ​

    Exchange Server:

    Your server URL

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