Former Avantax Advisors

This solution is for only former Avantax users that were using Global Relay for archiving.

Ken Muraoka, CRCP Chief Compliance & Supervision Officer

Hi, I'm Ken Muraoka, your friendly neighborhood CCSO at Cetera Financial Group.
Getting your email archiving set up with Red Oak has never been easier — a couple of clicks, a quick sign-in to your Microsoft 365 account, and a short email to let Red Oak know you're done. That's it.
It's quick, it's secure, and it takes about two minutes — which is considerably less time than it takes to work through a good seafood tower. Though I'll admit, this is slightly less delicious.
And if anything doesn't go as expected, Red Oak is standing by with white glove service to get you sorted. You're in good hands. Let's get it done. 😊

Compliantly Yours,
Ken

Microsoft 365 Manual Setup

Find Your Journaling Address

Enter your firm's email domain to look up your journaling forwarding address and setup instructions.

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Did you know the automated setup is much faster? Sign in with Microsoft and we configure everything automatically — no admin center, no copy-pasting. Most people finish in under 2 minutes. Try automated setup instead →

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