Archive Intel
Connect CurrentClient to Archive Intel so every text message flows into your Archive Intel account for AI-powered archiving built for advisors and RIAs
Updated September 6, 2026
Connect CurrentClient to Archive Intel to automatically forward every text message into your Archive Intel archive for books and records compliance.
Who is Archive Intel?#
Archive Intel is an AI-powered archiving platform for financial advisors, RIAs, and broker-dealers. It captures text, chat, email, social, and web content, supports compliant use of personal devices through whitelisting, and is built around SEC Rules 17a-3, 17a-4, 204-2, and FINRA Rule 3110.
What you'll need#
Your Archive Intel journal destination email address. You can find it in your Archive Intel portal or ask your Archive Intel account team.
Connect Archive Intel#
Open the Archive Intel setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.