Notifications and the Morning Briefing help you stay on top of what matters without checking Rask all day.
The morning briefing
The Morning Briefing is your personalised daily summary. It’s designed to be the first thing you check each day to see what needs your attention.
What’s inside your briefing?
- Your Priorities: A clear count of tasks that are Overdue, Due Today, or coming up in the Next 7 Days.
- Latest from Rask: A curated list of the newest articles and podcasts from the Rask team.
- Popular Stocks: A snapshot of the investments currently trending within the Rask community.
How to access it
- You’ll receive a notification each morning when your briefing is ready.
- You can also jump straight to it at app.rask.au/briefing.
Managing notifications
The Notifications page lists every alert sent to your account, from task assignments to message replies.
Using the notifications list
- Unread Alerts: New notifications are highlighted with a light blue background and a blue dot.
- Mark as Read: Click on a notification to view the details and mark it as read. You can also use the Mark all as read button to tidy up your list instantly.
- Action Links: Most notifications include a direct link (e.g., clicking a “New Message” alert takes you straight to the conversation).
Your welcome email
New members can receive one welcome email six hours after joining. Your email address must be verified when it is due. It introduces net wealth, vision boards, courses and Rask Advice. It follows your email and onboarding preferences in Settings.
Advice proposal reminders
If you have an unsigned advice proposal, Rask can email a reminder within 24 hours of expiry and one notice after it expires. Emails go to the proposal recipient and the people copied on the proposal. Linked Rask accounts also receive an in-app alert.
The reminder opens your current proposal on rask.au. If the proposal has expired, contact your adviser for an updated proposal.
Automated proposal emails are sent between 9am and 5pm Melbourne time. Overnight notices wait until the next morning. This does not extend your proposal deadline. In-app alerts can still arrive outside those hours.
Customising your alerts
You have full control over how Rask contacts you.
- Go to Settings.
- Select Preferences.
- Toggle email or in-app alerts for different categories like billing, messaging and documents.
Admins can also turn New user registrations off when they do not want a bell alert for every new account.
Tips for a tidy inbox
- Daily vs. Instant: Use In-App notifications for everything, but limit email to high-priority items like “Messaging” or “System Alerts”.
- Check the badge: Look for the red number on the bell icon in the main navigation — it’s the quickest way to see if you’ve missed anything.