I need to have all emails CC'd to my institutional email address so that they can be "captured" for compliance purposes

What do you mean ‘retiained by the broker dealer’? I’m feeling that there is probably a workaround on this that doesn’t involve CC’ing yourself, but instead configuring Infusionsoft to correctly send from your company, but I don’t think I’m understanding the core issue. Can you explain in a bit more depth?