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

✦ MirrorWeb Communications Supervision Setup

What email system does your firm use?

Select your platform below — we'll guide you through the right setup process.

Microsoft 365

Exchange Online / Outlook

Automated setup

Google Workspace

Gmail for business

Manual setup

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Other

GoDaddy, Proofpoint, or another provider

Manual setup

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You sign in directly with Microsoft. Red Oak never sees or stores your Microsoft 365 password.