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Give your BMS provider a call or shoot send them an email to find out how long the length of this process will take and info on how you canswitch can switch your CSIO mailbox for your BMS to the new BMS mailbox "Yourbrokeragename-BMS”.
This will also be the case if your brokerage is using a third-party service such as PSI.
If you are with PowerBroker you can make the switch yourself. In BMS software (or MasterCom), once the 2 two new mailboxes are in place and the CSIO forwarding rule has been applied, change the CSIO net mailbox ID and password from the primary mailbox to the new BMS mailbox. If you have questions please contact the PowerBroker team.
Once you have confirmed a timeframe with your BMS provider (Step 3), let CSIO know when to turn on mailbox forwarding according to that date that works for you and your BMS provider.
Request the forwarding rule start, please email CSIO at support@csio.freshdesk.com, please use this template Setup Email templates - truMobile
Notify Trufla of the date the forwarding will begin.
Notify your BMS provider as soon as the forwarding has been turned on to switch your mailbox setting to pull from "Yourbrokeragename-BMS” instead of your primary mailbox in order to avoid any gaps in data.
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