#21611 Info re email archiving

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Peet- Just to update you, I've signed up with a vendor ("RIA in a Box") to help with tracking/monitoring compliance tasks here at our firm. They offer email archiving as part of their services and have given me some instructions on how to set up our email accounts to begin "journaling" to the correct place. I'd like your help with that so I don't screw it up! Also, they will do employee cybersecurity training including simulated phishing emails. This will require whitelisting their website or emails-another thing I'd like you to assist with. Would also like to catch up with you on the transition away from Bubba and where that stands currently. Maybe we can connect early next week? Thanks, Jill Jill M. Tripp, CFP(r) Stewart & Associates, PLLC 27 Fort Missoula Rd., Suite #1 Missoula, MT 59804 Ph: 406.541.3733 Fax: 406.541.3734

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