https://help.stax.ai/en/articles/11395753-inbox-email-connection-walkthrough 2026-02-28T08:01:42Z https://help.stax.ai/en/articles/11395770-your-profile-settings 2025-05-20T16:55:49Z https://help.stax.ai/en/articles/11395775-inviting-new-users 2026-02-28T07:36:19Z https://help.stax.ai/en/articles/11395811-user-permissions 2025-05-18T03:45:58Z https://help.stax.ai/en/articles/11398510-your-daily-briefing 2026-02-28T02:13:25Z https://help.stax.ai/en/articles/11398640-overview-of-projects 2025-05-19T19:50:01Z https://help.stax.ai/en/articles/11404073-creating-and-launching-projects 2026-02-28T07:02:53Z https://help.stax.ai/en/articles/11404087-creating-and-managing-tasks 2025-05-19T19:59:25Z https://help.stax.ai/en/articles/11404099-automations 2025-05-19T20:13:37Z https://help.stax.ai/en/articles/11404145-understanding-filters-views-and-reporting 2025-05-20T19:22:10Z https://help.stax.ai/en/articles/11404175-file-management-overview 2026-02-28T07:08:54Z https://help.stax.ai/en/articles/11404260-creating-and-managing-pages 2025-05-19T21:36:09Z https://help.stax.ai/en/articles/11404303-project-templates 2025-05-19T21:43:20Z https://help.stax.ai/en/articles/11404315-email-templates 2025-05-19T21:48:41Z https://help.stax.ai/en/articles/11404323-form-fill-and-sign 2025-05-19T21:56:56Z https://help.stax.ai/en/articles/11404346-building-and-sending-questionnaires 2025-05-19T22:01:31Z https://help.stax.ai/en/articles/11404354-deals-crm 2025-05-19T22:14:12Z https://help.stax.ai/en/articles/11404390-viewing-participants 2026-03-02T00:37:47Z https://help.stax.ai/en/articles/11404409-provisions-eligibility-and-compensation 2026-03-02T00:33:36Z https://help.stax.ai/en/articles/11404431-exporting-participant-census-data 2026-03-02T00:28:16Z https://help.stax.ai/en/articles/11404440-managing-custom-issues 2025-07-24T18:28:25Z https://help.stax.ai/en/articles/11404513-equivalency-method-calculations 2025-08-06T23:13:17Z https://help.stax.ai/en/articles/11404578-importing-vesting-basis 2025-05-20T00:10:15Z https://help.stax.ai/en/articles/11404590-create-and-manage-companies 2026-02-28T07:52:03Z https://help.stax.ai/en/articles/11404603-brand-your-client-portal 2025-05-20T00:21:00Z https://help.stax.ai/en/articles/11404608-invite-clients-to-your-client-portal 2025-05-20T00:24:46Z https://help.stax.ai/en/articles/11404615-creating-a-client-portal-account 2025-05-20T00:29:17Z https://help.stax.ai/en/articles/11404622-managing-client-portal-users 2025-05-20T00:31:58Z https://help.stax.ai/en/articles/11404633-secure-file-exchange 2025-05-20T00:37:51Z https://help.stax.ai/en/articles/11408267-connecting-ftwilliam 2025-05-20T17:52:37Z https://help.stax.ai/en/articles/11408311-configuring-an-ftwilliam-com-census-grid 2025-05-20T17:51:59Z https://help.stax.ai/en/articles/11408520-connect-trust-accounting 2025-05-20T19:09:57Z https://help.stax.ai/en/articles/11408589-bulk-actions 2025-05-20T19:27:56Z https://help.stax.ai/en/articles/11409068-plan-admin-settings 2025-05-20T22:54:58Z https://help.stax.ai/en/articles/11409074-advanced-settings 2026-03-02T00:12:47Z https://help.stax.ai/en/articles/11465682-upload 2025-07-02T17:29:54Z https://help.stax.ai/en/articles/11465707-welcome-to-the-brokerage-statement-workflow 2025-06-30T15:35:05Z https://help.stax.ai/en/articles/11465729-to-do 2025-06-30T17:30:36Z https://help.stax.ai/en/articles/11465835-split 2025-05-27T22:38:38Z https://help.stax.ai/en/articles/11465843-find-info 2025-05-27T22:40:41Z https://help.stax.ai/en/articles/11465846-file-it 2025-07-15T15:39:10Z https://help.stax.ai/en/articles/11465853-trust-accounting 2025-06-30T19:44:34Z https://help.stax.ai/en/articles/11465869-filed-satements 2025-07-02T17:45:33Z https://help.stax.ai/en/articles/11465872-original-uploads 2025-05-27T22:57:38Z https://help.stax.ai/en/articles/11465885-tpa-plans 2025-07-01T17:57:14Z https://help.stax.ai/en/articles/11475710-tpa-assets 2025-06-30T20:11:19Z https://help.stax.ai/en/articles/11475737-status-report 2025-06-30T19:40:11Z https://help.stax.ai/en/articles/11475767-plan-summary 2025-07-02T17:54:02Z https://help.stax.ai/en/articles/11475797-account-summary 2025-07-18T19:22:47Z https://help.stax.ai/en/articles/11475806-troubleshooting-guides 2025-07-14T21:04:57Z https://help.stax.ai/en/articles/11475833-issue-example-and-walkthrough 2025-05-29T00:11:43Z https://help.stax.ai/en/articles/11559619-lesson-1-introduction-to-stax-ai-and-the-tpa-industry-from-our-pov 2025-07-08T17:04:52Z https://help.stax.ai/en/articles/11559844-lesson-2-configuring-your-profile 2025-06-12T02:50:48Z https://help.stax.ai/en/articles/11565455-lesson-3-navigating-the-dashboard 2025-06-12T21:21:43Z https://help.stax.ai/en/articles/11573070-lesson-4-managing-projects-and-tasks 2025-06-13T19:23:11Z https://help.stax.ai/en/articles/11573492-lesson-5-managing-project-templates 2025-06-13T20:10:25Z https://help.stax.ai/en/articles/11649437-navigating-payroll-in-cx 2025-06-24T22:41:32Z https://help.stax.ai/en/articles/11689876-providers 2025-07-14T20:11:50Z https://help.stax.ai/en/articles/11698155-adp 2025-07-02T18:08:18Z https://help.stax.ai/en/articles/11698189-allen-trust 2025-07-02T18:11:49Z https://help.stax.ai/en/articles/11698208-altruist 2025-07-02T18:15:24Z https://help.stax.ai/en/articles/11698217-atlantic-union 2025-07-02T18:18:14Z https://help.stax.ai/en/articles/11698247-american-century 2025-07-02T18:19:56Z https://help.stax.ai/en/articles/11698258-american-funds 2025-07-02T18:24:12Z https://help.stax.ai/en/articles/11698860-american-investment 2025-07-02T20:17:50Z https://help.stax.ai/en/articles/11698874-american-trust 2025-07-02T20:19:53Z https://help.stax.ai/en/articles/11698889-ameriprise 2025-07-02T20:26:05Z https://help.stax.ai/en/articles/11698913-argent-trust 2025-07-02T20:28:30Z https://help.stax.ai/en/articles/11698926-assetmark 2025-07-02T20:37:13Z https://help.stax.ai/en/articles/11698991-axos 2025-07-02T20:48:38Z https://help.stax.ai/en/articles/11699019-baird 2025-07-02T21:02:34Z https://help.stax.ai/en/articles/11699110-bacorp-south 2025-07-02T21:06:27Z https://help.stax.ai/en/articles/11699123-bernstein 2025-07-02T21:10:47Z https://help.stax.ai/en/articles/11699132-bny-mellon 2025-07-02T21:14:45Z https://help.stax.ai/en/articles/11699151-central-trust-company 2025-07-02T21:19:17Z https://help.stax.ai/en/articles/11699175-century-bank-and-trust 2025-07-02T21:21:49Z https://help.stax.ai/en/articles/11699186-cetera 2025-07-03T14:57:03Z https://help.stax.ai/en/articles/11707066-charles-schwab 2025-07-09T15:49:56Z https://help.stax.ai/en/articles/11739162-cibc 2025-07-09T15:53:42Z https://help.stax.ai/en/articles/11739241-city-national 2025-07-09T16:09:55Z https://help.stax.ai/en/articles/11740272-clarfeld-citizens 2025-07-09T19:38:54Z https://help.stax.ai/en/articles/11740350-coastline-trust-company 2025-07-09T19:41:00Z https://help.stax.ai/en/articles/11740357-columbia-threadneedle-investments 2025-07-09T19:42:22Z https://help.stax.ai/en/articles/11740365-comerica 2025-07-09T19:44:53Z https://help.stax.ai/en/articles/11740456-counsel-trust 2025-07-09T19:51:54Z https://help.stax.ai/en/articles/11748957-country-financial 2025-07-10T14:35:38Z https://help.stax.ai/en/articles/11748973-da-davidson 2025-07-10T14:38:07Z https://help.stax.ai/en/articles/11748997-deutsche-bank 2025-07-10T14:40:52Z https://help.stax.ai/en/articles/11749011-edward-jones 2025-07-10T14:42:50Z https://help.stax.ai/en/articles/11749024-equity-institutional 2025-07-10T14:44:00Z https://help.stax.ai/en/articles/11749037-equitable 2025-07-10T14:46:28Z https://help.stax.ai/en/articles/11749052-fia 2025-07-10T14:48:51Z https://help.stax.ai/en/articles/11749074-fidelity 2025-07-10T15:02:50Z https://help.stax.ai/en/articles/11749135-fifth-third-bank 2025-07-10T15:08:37Z https://help.stax.ai/en/articles/11749144-first-citizens 2025-07-10T15:12:46Z https://help.stax.ai/en/articles/11749672-first-financial-trust 2025-07-10T15:30:51Z https://help.stax.ai/en/articles/11749893-first-premier-bank 2025-07-10T15:42:23Z https://help.stax.ai/en/articles/11750748-first-united 2025-07-10T17:54:28Z https://help.stax.ai/en/articles/11750754-first-western-trust 2025-07-10T18:00:37Z https://help.stax.ai/en/articles/11750969-frost 2025-07-10T18:18:21Z https://help.stax.ai/en/articles/11750994-glenmede 2025-07-10T18:23:00Z https://help.stax.ai/en/articles/11751235-glenview-trust 2025-07-10T19:26:50Z https://help.stax.ai/en/articles/11751260-goldman-sachs 2025-07-10T19:44:43Z https://help.stax.ai/en/articles/11751322-goldstar-trust 2025-07-10T19:50:17Z https://help.stax.ai/en/articles/11751338-great-plains-trust 2025-07-10T19:55:53Z https://help.stax.ai/en/articles/11751361-guggenheim 2025-07-10T20:00:05Z https://help.stax.ai/en/articles/11751372-harbor-funds 2025-07-10T20:07:37Z https://help.stax.ai/en/articles/11751410-hartford-funds 2025-07-10T20:14:42Z https://help.stax.ai/en/articles/11751423-horizon-trust-investment-management 2025-07-10T20:20:16Z https://help.stax.ai/en/articles/11751472-inspira 2025-07-10T20:32:33Z https://help.stax.ai/en/articles/11751488-interactive-brokers 2025-07-10T20:38:55Z https://help.stax.ai/en/articles/11751564-invesco 2025-07-10T20:46:18Z https://help.stax.ai/en/articles/11751615-janney-montgomery 2025-07-10T20:51:41Z https://help.stax.ai/en/articles/11751648-janus 2025-07-10T20:56:53Z https://help.stax.ai/en/articles/11751662-jp-morgan 2025-07-10T21:04:05Z https://help.stax.ai/en/articles/11751683-johnson-mutual-funds 2025-07-10T21:07:08Z https://help.stax.ai/en/articles/11751688-key-bank 2025-07-10T21:16:37Z https://help.stax.ai/en/articles/11752796-lesson-6-navigating-email-and-form-templates 2025-07-10T23:16:01Z https://help.stax.ai/en/articles/11752915-lesson-7-navigating-companies-plans-and-participants 2025-07-11T00:06:39Z https://help.stax.ai/en/articles/11753001-lesson-8-navigating-file-management 2025-07-11T00:36:27Z https://help.stax.ai/en/articles/11758000-kfb 2025-07-11T14:33:30Z https://help.stax.ai/en/articles/11758016-lord-abbett 2025-07-11T14:35:08Z https://help.stax.ai/en/articles/11758027-lpl-financial 2025-07-11T15:12:36Z https://help.stax.ai/en/articles/11758194-manning-napier 2025-07-11T15:15:43Z https://help.stax.ai/en/articles/11758204-massmutual 2025-07-11T15:17:17Z https://help.stax.ai/en/articles/11758207-merrill-lynch 2025-07-11T15:22:28Z https://help.stax.ai/en/articles/11758236-mid-penn-bank 2025-07-11T15:24:58Z https://help.stax.ai/en/articles/11758250-midwest-trust 2025-07-11T15:36:28Z https://help.stax.ai/en/articles/11758292-millennium-trust-company 2025-07-11T15:38:49Z https://help.stax.ai/en/articles/11758312-morgan-stanley 2025-07-11T15:46:46Z https://help.stax.ai/en/articles/11758344-national-advisors 2025-07-11T15:48:46Z https://help.stax.ai/en/articles/11758352-national-financial-services 2025-07-11T15:53:00Z https://help.stax.ai/en/articles/11758376-nationwide 2025-07-11T15:55:30Z https://help.stax.ai/en/articles/11758393-natixis 2025-07-11T15:57:42Z https://help.stax.ai/en/articles/11758453-newbridge 2025-07-11T16:12:11Z https://help.stax.ai/en/articles/11758465-new-york-life-investments 2025-07-11T16:14:13Z https://help.stax.ai/en/articles/11758474-northern-trust 2025-07-11T16:18:20Z https://help.stax.ai/en/articles/11758555-oppenheimer 2025-07-11T16:37:54Z https://help.stax.ai/en/articles/11769737-peoples-bank 2025-07-14T14:56:09Z https://help.stax.ai/en/articles/11769747-pershing 2025-07-14T15:06:07Z https://help.stax.ai/en/articles/11769802-plains-capital-bank 2025-07-14T15:11:32Z https://help.stax.ai/en/articles/11769832-pnc 2025-07-14T15:21:00Z https://help.stax.ai/en/articles/11769911-prudential 2025-07-14T15:33:49Z https://help.stax.ai/en/articles/11769966-raymond-james 2025-07-14T15:58:59Z https://help.stax.ai/en/articles/11770157-rbc 2025-07-14T16:21:38Z https://help.stax.ai/en/articles/11770198-regions 2025-07-14T16:25:36Z https://help.stax.ai/en/articles/11770218-seacoast 2025-07-14T16:28:01Z https://help.stax.ai/en/articles/11770233-security-national-trust-company 2025-07-14T16:33:12Z https://help.stax.ai/en/articles/11770324-sei 2025-07-14T16:46:42Z https://help.stax.ai/en/articles/11770348-sipc 2025-07-14T16:48:28Z https://help.stax.ai/en/articles/11770376-stifel 2025-07-14T16:53:22Z https://help.stax.ai/en/articles/11770413-stockyards-bank 2025-07-14T16:59:51Z https://help.stax.ai/en/articles/11770424-stonex 2025-07-14T17:02:16Z https://help.stax.ai/en/articles/11770432-t-bank 2025-07-14T17:07:04Z https://help.stax.ai/en/articles/11770476-tiaa 2025-07-14T17:12:12Z https://help.stax.ai/en/articles/11770493-the-sanibel-captiva-trust-company 2025-07-14T17:15:06Z https://help.stax.ai/en/articles/11770537-the-trust-company 2025-07-14T17:19:12Z https://help.stax.ai/en/articles/11770658-tompkins 2025-07-14T17:22:11Z https://help.stax.ai/en/articles/11770671-t-rowe-price 2025-07-14T17:27:12Z https://help.stax.ai/en/articles/11770717-ubs 2025-07-14T17:42:20Z https://help.stax.ai/en/articles/11770744-united-bank 2025-07-14T17:47:54Z https://help.stax.ai/en/articles/11770813-us-bank 2025-07-14T18:08:28Z https://help.stax.ai/en/articles/11770859-us-wealth-management 2025-07-14T18:23:28Z https://help.stax.ai/en/articles/11771227-vanguard 2025-07-14T19:23:06Z https://help.stax.ai/en/articles/11771433-venerable 2025-07-14T19:26:31Z https://help.stax.ai/en/articles/11771454-wedbush 2025-07-14T19:30:33Z https://help.stax.ai/en/articles/11771463-wells-fargo 2025-07-14T19:48:04Z https://help.stax.ai/en/articles/11771528-wealthsouth 2025-07-14T19:55:36Z https://help.stax.ai/en/articles/11771648-wesbanco 2025-07-14T19:59:45Z https://help.stax.ai/en/articles/11771702-wilmington-trust 2025-07-14T20:05:02Z https://help.stax.ai/en/articles/11807963-creating-client-requests 2025-07-20T06:42:45Z https://help.stax.ai/en/articles/11842154-how-to-connect-microsoft-email 2025-07-24T17:28:36Z https://help.stax.ai/en/articles/12011583-people-management 2025-09-02T18:57:39Z https://help.stax.ai/en/articles/12015647-reassigning-a-contact-s-company-or-plan-associations 2025-09-02T19:29:06Z https://help.stax.ai/en/articles/12038720-connecting-payroll-via-client-portal 2025-08-18T22:02:49Z https://help.stax.ai/en/articles/12110614-managing-contacts-in-bulk 2025-08-28T19:40:10Z https://help.stax.ai/en/articles/12117787-updating-your-password 2025-08-29T15:21:06Z https://help.stax.ai/en/articles/12117885-updating-your-password-in-cx 2025-08-29T15:25:20Z https://help.stax.ai/en/articles/12142909-company-plan-or-deal-specific-quick-actions 2025-09-02T19:38:44Z https://help.stax.ai/en/articles/12142933-custom-data-fields-for-contacts 2025-09-02T20:41:12Z https://help.stax.ai/en/articles/12151513-connecting-payroll-ahead-of-census 2025-09-03T22:56:43Z https://help.stax.ai/en/articles/12169325-adding-multiple-recipients-to-client-reminders 2025-09-05T23:39:51Z https://help.stax.ai/en/articles/12314733-email-sending-setup 2025-09-17T20:16:37Z https://help.stax.ai/en/articles/12314789-drag-and-drop-payroll-uploading 2025-09-17T22:34:55Z https://help.stax.ai/en/articles/12315902-how-to-upload-payroll-files-into-the-client-portal 2025-09-17T23:55:46Z https://help.stax.ai/en/articles/12327583-how-to-remove-and-reconnect-your-google-access-token-for-stax-ai 2025-09-18T19:32:46Z https://help.stax.ai/en/articles/12784721-how-your-nps-survey-responses-help-make-stax-ai-better 2025-11-07T17:53:36Z https://help.stax.ai/en/articles/13061735-payroll-statuses 2025-12-19T00:15:09Z https://help.stax.ai/en/articles/13379941-plan-admin-page 2026-01-13T18:17:41Z https://help.stax.ai/en/articles/13575196-client-portal-live-view 2026-01-30T18:50:29Z https://help.stax.ai/en/articles/13575607-bulk-provisions-upload 2026-01-30T19:25:22Z https://help.stax.ai/en/articles/13687337-how-to-report-on-contacts-assigned-to-your-companies 2026-02-10T16:34:06Z https://help.stax.ai/en/articles/13728239-bulk-updating-participant-census-status 2026-03-02T00:16:39Z https://help.stax.ai/en/articles/13773040-applying-reporting-fields-retroactively 2026-03-02T00:14:07Z https://help.stax.ai/en/articles/13891220-what-is-cx-client-experience 2026-02-27T18:23:06Z https://help.stax.ai/en/articles/13891910-cx-features-explained 2026-02-27T18:53:51Z https://help.stax.ai/en/articles/13892057-stax-ai-cx-glossary 2026-02-28T02:23:19Z https://help.stax.ai/en/articles/13894091-custom-dashboards 2026-02-28T02:20:34Z https://help.stax.ai/en/articles/13894386-milestone-reports 2026-02-28T03:40:42Z https://help.stax.ai/en/articles/13894934-your-email-inbox-overview 2026-02-28T05:44:25Z https://help.stax.ai/en/articles/13894957-connecting-your-email-in-cx 2026-02-28T05:03:37Z https://help.stax.ai/en/articles/13895088-connecting-to-google-workspace 2026-02-28T05:13:40Z https://help.stax.ai/en/articles/13895121-connecting-outlook-email-in-cx 2026-02-28T05:33:03Z https://help.stax.ai/en/articles/13895161-linking-email-conversations-to-specific-clients-for-interactions 2026-02-28T05:56:04Z https://help.stax.ai/en/articles/13895212-smart-email-generation-in-cx 2026-02-28T06:11:35Z https://help.stax.ai/en/articles/13895236-ai-task-suggestions-from-emails-in-cx 2026-02-28T06:19:45Z https://help.stax.ai/en/articles/13895332-tasks-overview 2026-02-28T06:54:46Z https://help.stax.ai/en/articles/13895341-reviewing-task-activity 2026-02-28T06:59:09Z https://help.stax.ai/en/articles/13895372-navigating-to-files 2026-02-28T07:11:50Z https://help.stax.ai/en/articles/13895379-managing-folders-and-files 2026-02-28T07:13:17Z https://help.stax.ai/en/articles/13895382-collaborating-with-comments-and-activity-log-in-files 2026-02-28T07:15:27Z https://help.stax.ai/en/articles/13895390-creating-a-public-upload-folder-in-cx 2026-02-28T07:18:05Z https://help.stax.ai/en/articles/13895401-sharing-files-with-a-link 2026-02-28T07:21:43Z https://help.stax.ai/en/articles/13895410-users-and-groups-overview 2026-02-28T07:29:52Z https://help.stax.ai/en/articles/13895454-datair-integration 2026-02-28T07:50:08Z https://help.stax.ai/en/articles/13901870-exporting-data-to-excel 2026-03-01T22:32:14Z https://help.stax.ai/en/articles/13901950-creating-a-census-data-collection-project 2026-03-01T22:53:40Z https://help.stax.ai/en/articles/13902015-exporting-payroll-data-for-specific-date-ranges 2026-03-01T23:08:04Z https://help.stax.ai/en/articles/13902034-setting-task-and-project-due-dates 2026-03-01T23:17:24Z https://help.stax.ai/en/articles/13902067-creating-user-permission-groups 2026-03-01T23:31:00Z https://help.stax.ai/en/articles/13902130-sending-client-task-reminders 2026-03-01T23:48:43Z https://help.stax.ai/en/articles/13902154-login-options-to-cx 2026-03-01T23:58:40Z https://help.stax.ai/en/articles/13902193-template-client-file-directories 2026-03-02T00:10:10Z https://help.stax.ai/en/articles/14006753-client-portal-permissions 2026-03-09T14:31:44Z https://help.stax.ai/en/collections/15398937-for-retirement-consultants 2026-02-28T02:33:21Z https://help.stax.ai/en/collections/18731814-for-external-collaborators-advisors-auditors-cpa-etc 2026-03-02T00:33:47Z https://help.stax.ai/en/collections/15398924-for-employers-plan-sponsors 2026-03-02T00:33:47Z