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SMTP Settings

Short answer: SMTP Settings saves your firm’s settings: From name, Reply-to email, Signature. Emails go out from INVESTOR PORTAL PRO's verified mailbox with your firm's name and reply-to address, so replies come to you.

SMTP Settings saves your firm’s settings: From name, Reply-to email, Signature. Emails go out from INVESTOR PORTAL PRO's verified mailbox with your firm's name and reply-to address, so replies come to you.

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Applies to: firm teams · Section: Communications · Updated 2026-10-14