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White Branding Emails

We give Brokers and Professional Advisors the ability to white brand emails that are sent to customers from the Registration System, Account Management and Customer Service.

To white brand emails

  1. Log into Account Management.
  2. Click Settings > Account Settings > White Branding.
  3. Click White Branding ID to open that section, then enter a White Branding ID from six to ten characters long including letters, numbers and underscore characters ( _ ). You can change your White Branding ID at any time.

  1. Click Save.
  2. Click Emails to open that section.

  1. Follow the instructions to enter the required information.
  2. Click Save.

Email white branding takes effect within 24 hours.