So you want to send a message to your adviser or find an older conversation? The Messaging dashboard is your secure hub for all communication within the Rask app.
Why use in-app messaging?
Unlike email, Rask messaging is encrypted and private. It’s the safest way to discuss sensitive financial details and share documents directly with your advice team.
How to send a message
- Go to Messaging.
- Select your adviser or the relevant support thread from the sidebar.
- Type your message in the text box at the bottom.
- (Optional) Click the paperclip icon to attach a document from your vault.
- Press Send.
Managing your conversations
- Unread messages: Look for the blue dot next to a conversation or the notification badge in the main navigation.
- Search: Use the search bar at the top of the messaging list to find specific topics or past advice.
- Staff triage filters: Team members can switch between Clients / Team / All, then use Assigned / Unassigned / All for client-file triage.
- Staff compose switch: In New Message, staff can choose Clients to message a client file or Team to message another staff member.
- Staff quick FAQ: Staff users can open Inbox help in Messaging for fast guidance on scope usage, unread behavior, and notifications.
Tips for better advice
- Be specific: Instead of “I have a question about my super,” try “I’m looking at my QSuper balance and noticed the insurance fee changed.”
- Vault first: If you’re discussing a statement, upload it to the Document vault first, then mention it in your message.