Who has access to this feature?
Account owners
Overview
Jump sends a variety of outbound communications to clients on behalf of advisors, including scheduling invites, reminders, smart forms, and SMS messages. For regulated firms, it’s essential that these communications are captured within their existing compliance supervision systems.
E-Comms Supervision in Jump is designed to route every outbound message through the appropriate channels so it can be properly recorded and reviewed. Rather than replacing or duplicating your firm’s compliance infrastructure, Jump works alongside it—making sure all communications are delivered in a way that your system can capture and supervise them.
How E-Comms Supervision works by default
If an advisor has a connected email integration (Microsoft 365 or Google Workspace), no additional configuration is required:
Outbound communications from Jump are sent through the advisor’s own email address.
Because the message is sent from the advisor’s mailbox, it can be captured by the same email supervision tooling your firm already uses.
How SMS reminders are supervised
SMS reminders are sent via a phone number rather than email. To support compliance supervision, Jump generates a corresponding email record for each SMS reminder sent. This record includes:
The full SMS message content
The client’s name and phone number
A timestamp
A Twilio message ID
Jump then routes that generated email record through the advisor’s connected email integration, so it can be captured by your firm’s existing email supervision system.
Jump does not store these records as archives. The record is delivered to the supervised mailbox and your firm’s supervision tooling handles capture and retention.
What you can configure on the E-Comms settings page
You can find this page in Jump at Profile & settings → Compliance → E-Comms.
This page supports two additional scenarios:
Advisors without a connected email integration: Jump needs a supervision route for outbound communications.
Firms that require a centralized supervision address: You can route copies of outbound communications to a firm-level address.
Set up a fallback supervision address
If some advisors on your account do not have a connected Microsoft 365 or Google Workspace integration, configure a fallback supervision address so their outbound communications have a supervision path.
Before you begin
Choose an email address that your firm’s compliance supervision system already monitors (for example, an archiving or journaling mailbox).
Steps
Go to Profile & settings → Compliance → E-Comms → Supervision routing.
Toggle Fallback archive email on.
In the field that appears below, enter your firm’s supervision email address (for example,
[email protected]).
Click Verify.
Open the verification email sent to that address and confirm the verification.
Click Save.
Once verified, the fallback address becomes active. Any advisor without a connected email integration will have their outbound communications routed to the fallback supervision address.
Note: Jump routes communications to your designated supervision address. Your firm’s existing compliance system is responsible for capturing and retaining those communications.
Enable BCC on all outbound communications (optional)
Some firms require a centralized supervision path in addition to per-advisor routing.
If enabled, this option sends a copy of every outbound communication to your fallback supervision address, even when the advisor already has a connected email integration.
Requirement: You must verify a fallback supervision address first.
Communication types covered
Jump routes the following outbound communications through the supervision path described above:
Email reminders (via the advisor’s connected email)
Scheduling invites (via the advisor’s connected email)
Smart forms (via the advisor’s connected email)
SMS reminders (via a generated email record routed through the advisor’s connected email)
Not yet covered
The following are not currently included:
Inbound form responses from clients
Client booking responses
What Jump does not do
Jump does not replace your firm’s compliance archiving or supervision system.
Jump routes outbound communications through the advisor’s email integration or through your designated fallback supervision address so your firm’s existing supervision infrastructure can capture them.
If your firm uses a platform such as Global Relay, Smarsh, or a custodian-provided archiving system, those systems capture communications once they arrive in the supervised email path—Jump’s role is to ensure the communications are delivered to that path.
FAQ
Does my firm need to configure anything outside of Jump?
If advisors have connected Microsoft 365 or Google Workspace integrations, no additional setup is required in Jump. If your firm uses a fallback supervision address, your compliance supervision system should monitor that address for inbound mail the same way it monitors any other supervised mailbox.
Does Jump archive or retain our communications?
No. Jump routes outbound communications through a supervision-ready path, but your firm’s existing supervision system is responsible for retention and archiving.
Who can change E-Comms Supervision settings?
Account owners.
Are inbound communications covered?
Not yet. Inbound form responses and client booking replies are on the roadmap.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]