Rackspace Password
Instructions
You can add notes and tasks to any individual CRM record. We do not store or have access to your CRM notes; they are stored on Rackspace.
Before you can add notes and tasks to CRM records, you must set a password from the CRM home page.
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Click Settings > Security > Rackspace Password.
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Enter a password and then click Save.
You will now be able to access the Notes and Tasks features in any individual CRM record.
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To reset your notes/tasks password, return to the user settings and enter a new password and click Save.
Note: Only available for Advisor & Broker accounts.
Additional Resources
Learn About the Broker Portal Interface at IBKR Campus