Why isn’t my password reset email arriving, and what should I do?

This article covers what to do if you’ve requested a password reset but haven’t received the email. There are several common causes and quick fixes to try before contacting support.

Step-by-Step Troubleshooting

1. Check your spam or junk folder

Password reset emails are sent from crm@mailer.crmworkspace.com. Many email providers automatically filter automated messages into spam, junk, or promotions folders. Check these folders before requesting another reset.

💡 Best Practice: To prevent this from happening again, add crm@mailer.crmworkspace.com to your safe sender's list or address book.

2. Confirm you’re using the right email address

The reset email can be sent only to the email address registered with your Wealthbox account. If you’re unsure which email that is:

Try any email address you may have used when signing up.
Ask your firm’s account owner or admin to look up your registered address.
Contact support@wealthbox.com for help identifying the correct email.

3. Wait a few minutes and try again

Delivery can occasionally be delayed by a few minutes due to email provider processing. If you haven’t received the email after 5–10 minutes, return to the login page and request a new reset link. Each new request invalidates previous links.

4. Check with your IT team

If your firm uses a compliance email archiver (such as Smarsh or Global Relay) or a managed email server, automated emails may be blocked or quarantined at the network level. Ask your IT admin to whitelist the domain mailer.crmworkspace.com.

5. Use an alternate email if available

If your account has a secondary email address on file, try requesting the reset to that address. If you need to update or add a recovery email, contact support@wealthbox.com.

Still not receiving the email?

Contact support@wealthbox.com directly. An agent can verify your account and assist you in regaining access.

Frequently Asked Questions

Q: I reset my password, but now the new one isn’t working. What happened?

A: Each reset link can only be used once and expires after a short period. If your new password isn’t working, request a new reset link and complete the process in a single session without closing the browser tab.

Q: I’m locked out and can’t access my registered email. What do I do?

A: Contact support@wealthbox.com from any email address you have access to. Include your name, firm name, and the email associated with your Wealthbox account. An agent will verify your identity and help restore access.

Still need help? Contact support@wealthbox.com.

Knowledge Base