Secure Messaging

Account View provides a messaging service using which you can read, write and reply messages to intended recipients. You can view last twenty five messages in one Secure Messages page. Use the page navigation buttons to view rest of the messages.

View the Secure Messages page

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Item

Description

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Displays the number of unread messages.

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Click to compose and send a message for your advisor. For more information, see To send a new message.

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Click Refer a Friend to refer a friend to your advisor. For more information, see To refer a friend.

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Click Reply to reply to a message.

Note:When you click reply, system selects the sender's name in the To field by default. Follow the steps from step 4 of composing a message for replying a message.

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Displays the:

  • Received From/Sent by details

  • Received/Sent date and time details

  • Subject of the message

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Displays the message body.

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Click to delete the selected message.

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Click to read the selected message.

To send a new message

  1. In Secure Messages, click the Compose Message link.

    The system displays the Compose Secure Message page.

  2. In To, select the required advisor(s) from the Select Recipient(s) drop down menu.
  3. In the Subject field, type the subject of the message.
  4. In the Message field, type the message that you want to send to the recipient.
  5. Click Send.

    The system sends the message to respective advisor(s).

To refer a friend

  1. In Secure Messages, click the Refer a Friend link.

    The system displays the Compost Secure Message page with subject as Friend Referral.

  2. In To, select the required advisor(s) from the Select Recipient(s) drop down menu.
  3. In the next text box, type the email address of your friend.
  4. In the Subject field, type the subject of the message.

    By default, the subject field will be populated with the text as Friend Referral.

  5. In the Message field, type the message that you want to send to the recipient.
  6. Click Send.

    The system sends the message to respective advisor(s) and your friend.

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