As a Client Admin, How Can I Send Emails to Investors?

Please review the steps below to learn how to send emails to your investors in Legacy Navigator.

Option 1:

1. Click on the "Communications" tab.
2. Navigate to Investor Tracking -> Details
3. Click on the "Send a message to your investors" button.
4. Fill out information in the pop up window.
5. Click the "Send Message" button.

Option 2: The Client admin can send the email via their local email agent.