This feature is used when an investment firm has a designated person or group that is responsible for accepting securities into the portfolio and they would like to funnel all of them to those users.
Certain user(s) can be excluded from the email rerouting feature if the user(s) wants to receive all emails and tasks sent to them.
Contact us via the link below to have this feature enabled on your account.
Our team can also provide more details and examples to determine if the feature is a good fit.
