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.
IMPORTANT: Before you begin the set-up process
In order to verify the DNS records, ensure that you can access the Domain Registrar for your domain (ex. name.com) or wherever you manage your domain.
Step 1: Navigate to the Global Settings > Emails.
Step 2: Click on Add Custom Domain and then enter the domain address.
Step 3: You will be presented with DKIM and Return-Path values for your domain.
Use these values to verify that you own and control the domain which you have just added.
Step 4: Go to your Domain Registrar to verify the DNS Records (DKIM & Return-Path) for your domain.
* Follow the detailed instructions provided by your Domain Registrar.
Step 5: In InvestNext, go to Global Settings > Emails and click Verify to confirm completion.
After updating the DNS Records (DKIM & Return-Path) for your domain with the values provided at your Domain Registrar, you will verify the DKIM & Return-Path settings in InvestNext.
IMPORTANT: The records can take up to 1 hour or longer to update based on the Domain Registrar's response time.
Step 6: 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's email inbox.
Reply-to: What email address should replies be sent to.
Step 7: Select the ellipsis (three dots) to the right of the Email Address and click Make default notifications email.