The goal of Pulse360 is to eliminate manual work for you, and connecting your email to Pulse360 is a large portion of that time-save. If you have any issues or security concerns with connecting your email, please email [email protected].
If you have any security concerns, are waiting for Broker/Dealer approval, etc., and cannot connect your email to Pulse360, you can download documents as a PDF or print them. Documents that you download or print will still appear in the 360view.
Another option is to copy the text of the document and paste it into your email. Ensure you are pasting the text as "plain text" to avoid any formatting issues.
