Open topic with navigation
Set Up and Use a CRM Mailbox
All Interactive Brokers CRM notes and emails are hosted on Rackspace, a leading managed cloud solution provider.
Requirements for a Rackspace Mailbox
Rackspace Mailboxes use your own email address. Therefore, you must have a pre-existing email address at your own domain before your Rackspace Mailbox can be created. There are two ways to do this:
- You already have your own email address at your own domain. For example, jsmith@acmeadvisors.com.
- We will register a domain for you, which will include your own email address at that domain. To request this service, send us an email at crm@interactivebrokers.com. There will be a small cost associated with the registering of your domain.
To maintain the security of your CRM emails stored on Rackspace, email addresses at public domains, such as Yahoo, Gmail, Hotmail or Outlook, are not allowed.
Additional Information
- A Rackspace mailbox costs $1.00 per mailbox per month, subject to any change implemented by Rackspace.
- Your Rackspace mailbox provides 25 GB of storage.
- Once your Rackspace mailbox has been created, you will be notified in Pending Items in Account Management. You can then access your mailbox from the CRM page or from any individual CRM record.
- You can update your Rackspace mailbox password at any time by accessing Settings from within your Rackspace mailbox.
Additional Services Available from Rackspace
- Upgrade to a Microsoft Exchange Mailbox for $8 per month.
- Archive your emails for $3 per month.
To sign up for these services, send an email to crm@interactivebrokers.com.
To create a mailbox on Rackspace for CRM and to access your Rackspace mailbox once it has been created
- Click Manage Clients > CRM.
- Click the Show Email icon on the CRM home page.
- A page opens with instructions on how to request a Rackspace mailbox. Read the instructions completely, and then click the Request Mailbox button.
You will be presented with further instructions and information.
- When your Rackspace mailbox has been created, we will notify you via Pending Items on the Account Management Home page.
The Rackspace email client looks like this:
Disclaimer
Interactive Brokers will never access your CRM notes and emails. To the extent that the Customer uses Rackspace to transport data or communications, Interactive Brokers disclaims any liability for interception of any such data or communications. IB is not responsible, and makes no warranties regarding, the access, speed, availability or security of Rackspace, Internet or network services.