...
• Please login to your CSIO account on www.csio.com
• Please submit two separate requests to CSIO in order to set up your two CSIO mailboxes.
• Your requests can be submitted through: https://www.csio.com/node/add/csionet-account
• Request 1: Please add “Yourbrokeragename-BMS” in the Company Name field for the first request.
• Request 2: Please add “Yourbrokeragename-Trufla” in the Company Name field for the second request.
...
Give your BMS provider a call or shoot them an email to find out how long this process will take and how you canswitch 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 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 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
...
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.
Now that you’ve switched your BMS mailbox settings to pull from the new BMS mailbox. Confirm new downloads are being received by the BMS.
If you do not see new downloads, please contact your BMS provider as soon as possible.
Everything is now complete!
If you have any questions, please feel free to reach out to your Account Manager.
