Adding a new Email Domain allows you to use a custom domain for all transactional emails that are processed from your site, such as investor portal invitations and distribution notices.

*Prior to beginning the set-up process - ensure that you are able to access the Domain Registrar (ex. or wherever you manage the domain in order to verify the DNS records.

Step 1: Navigate to the Global Settings > Emails.

Step 2: Click on Add Custom Domain and then enter the domain address.

Step 3: Verify that you own and control the domain through the verification of DNS Records (DKIM & Return-Path) using the provided values.*

*Detailed instructions will be provided by each Domain Registrar.

Once complete, click Verify to confirm completion. Please note that the records can take up to 1 hour to update.

Step 4: Add a specific email address by selecting Add Email Address and completing the below fields:

  • From Email: Email address which the messages will be sent by.

  • Name: The name that appears in the recipient'ss email inbox.

  • Reply-to: What email address should replies be sent to.

Finally, select the ellipsis (three dots) to the right of the Email Address and click Make default notifications email.

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