Rackspace Email
Instructions
All IBKR CRM notes and emails are hosted on Rackspace, a leading managed cloud solution provider.
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Click Menu in the top left corner > Administration & Tools > Email.
Requirements for a Rackspace Mailbox
Rackspace Mailboxes use your own email address, so you must have a pre-existing address at your own domain -- for example, jsmith@acmeadvisors.com.
- If you do not, we will register a domain for you. To request this, send us an email at crm@interactivebrokers.com. There will be a small cost associated with registration.
To maintain the security of 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 provides 25 GB of storage and costs $1.00 per mailbox per month, subject to any change implemented by Rackspace.
- When your mailbox has been created, you will be notified in Pending Items in Portal. 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 the 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.