Simplicity Investments

Jane Riley Chief Compliance Officer

Happy Summer!
As we continue investing in the tools and technology that best serve our representatives, we're transitioning our email journaling to the Red Oak | MirrorWeb platform. We've worked hard to make this transition as smooth as possible for you.
This quick onboarding process is designed to get your emails automatically journaling and archiving into the new system with minimal effort on your part. We've automated as much as we can on the backend, so a few simple steps are all it takes to complete the setup.
Change can sometimes feel daunting, but this update is exceptionally straightforward. Rest assured, the Red Oak team is right here with you every step of the way if you need any assistance.
Thank you for taking a few minutes to help us make this upgrade. It's all in service of building a safer, stronger, and more capable community for you and your clients.
If anything doesn't go as expected, Red Oak is standing by with white glove service to ensure you are fully supported. You're in excellent hands.
Let's get started!

Compliantly Yours,
Jane

Verify your work email

Enter your work email address at your firm's domain. We'll send a one-time code to confirm you're part of the organization — no admin access needed. Once verified, you'll have your firm's archiving details to share with your IT contact, who will need admin access to complete the configuration in your email system.

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