Setting Up Firm's Auto BCC Email Address

To prevent issues arising from clients or staff not receiving their original NEUTRINET login credentials when accounts are created, we highly recommend setting up a BCC email address. This ensures a copy of all automatic messages is retained. Please set this up as soon as possible.

Instructions:

1. Go to Firm Setting
2. Navigate to Firm Basic
3. Check the box for Receive BCC Email Notification
4. Click Save to apply the changes

After saving the changes, the system will automatically send a copy of all account opening messages for clients and staff to the firm’s email address.