Knowledge Base

How do I create a Envelope-Based Mail Merge template in Microsoft Word?

How Do I Create a Contact Using Wealthbox Mail?

What is an Email Broadcast?

How Do I Navigate to a Contact’s Record Page from Wealthbox Mail?

If I am an LPL advisor, which email address should I use to sync to Wealthbox Mail and/or Calendar?

How do I Re-Sync my Email?

How do I Share Email Correspondence for an Individual Contact with Other Team Members?

Does My Drafts Folder Sync with Wealthbox Mail?

Which settings should I enable before syncing my Gmail with Wealthbox Mail?

Is Wealthbox Mail 17a-4 compliant?

What are some of the daily sending limits for some email providers?

What is the recipient limit in Gmail?

Do I need TLS enabled in order to sync Wealthbox Mail?

What is the recipient limit in Outlook?

What are some keyboard shortcuts in Wealthbox Mail?

Do Wealthbox emails appear in conversation or message view?

Can I still use my Gmail, Outlook, or other email clients with Wealthbox Mail or do I have to use Wealthbox for email now?

How do I add additional email accounts?

How do I create email templates in Wealthbox Mail?

What is a “theme” in Wealthbox Mail?

How do I share an individual email account with others?

What is the “Set Reminder” Feature in Wealthbox Mail?

How do I add a photo to an email in Wealthbox Mail?

How do I Cc or Bcc a Contact Using Wealthbox Mail?

How do I archive an email in Wealthbox Mail?

How do I change my email layout in Wealthbox Mail?

What can I see in my individual “Email” tab on the contact record page?

How do I disable the email tracking feature?

What is “tracking” in Wealthbox Mail?

How do I create a task, event, workflow or opportunity from an email?