To access Message Center, a primary email address must be listed in Profile. You can add or update your primary email address in Contact Information in Profile.

You can send messages to your financial advisor, members of your advisor's practice and members of your account groups.

Yes, but only one of you can list that email as your primary email address (it may be listed as a secondary email). This is because Message Center is used to securely send and receive messages containing confidential information.

You can update both your primary and secondary email addresses in Contact Information in Profile.

You will be notified in two ways if you receive a message:

1. An email notification will be sent to the primary email address listed in your Profile. 
2. An alert will appear in the messages drop-down in the main navigation.

Yes, attachments can be added to messages with a total file size limit of 20 MB. You will be notified if files that you are trying to attach exceed the size limit. Larger files can be shared in the Uploaded Files section of Documents.

Your advisor's email address is included in your Contacts list in Message Center. Selecting your advisor’s email address will start a new message from you to your advisor.

Yes, you might still get emails from your advisor at your personal email account. For example, if your advisor is sending a quick question or follow-up note that doesn't include private information, that email might go to your personal email account without requiring you to log in to Message Center to view it.

Messages will remain in Message Center for a period of 5 years. Messages older than 5 years will be automatically deleted. You can manually delete your messages any time.

There are two reasons you may not see your messages:

1. Messages are automatically deleted from Message Center after 5 years.
2. If you change your primary email address in your profile, messages you've sent or received in Message Center might take a few minutes to display.