Knowledge Base

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 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?

What happens if I delete an email in Wealthbox Mail?

How do I set up a default signature in Wealthbox Mail?