Clients can choose to stop receiving Client Portal reminder or notification emails from their firm.
How to Unsubscribe
Open a Client Portal Client Action reminder email sent from your firm.
Scroll to the bottom of the email.
Click the “Click here” link to manage notification settings.
You will be redirected to a page where you can select Turn Off Notifications.
Click the Turn Off Notifications button to unsubscribe.
Once this option is selected, the client will no longer receive reminder or notification emails related to Client Portal activity.
Notes
Unsubscribing only stops email notifications; clients can still log in to the Client Portal to view messages, documents, and client actions.
If notifications need to be re-enabled, the client should contact their firm for assistance.
Firms can enable and disable the option for clients to unsubscribe under Settings