HelpCenter

Brokers are companies that manage Accounts for a commission. Contact a Customer Success Manager to enable this feature.

Once enabled, you may access the Brokers page by clicking Settings > Customers > Brokers in the upper right corner of the Navigation Bar.

Create a Broker

1. To create a Broker, click New Broker.

2. Fill in the required fields, these are marked with an asterisk (*).

3. To add a Broker Category, click .

   • Enter the category to create.

   • Click Save.
     Broker categories are used to organize your customers.

4. Click Verify Address.

5. Click Save Changes.
   
   

Explanation of columns in the existing Broker screen

After clicking Save Changes, the existing Broker screen is displayed. All table headers are sortable.

• ID: The unique number generated by the system when a Broker is created. It is auto-incrementing and cannot be modified.

• Name: The name assigned to the Broker. This is a clickable link that opens the Broker Detail screen. From here, you can Edit Broker or Add Account to the Broker.

• Type: The type of Broker. There are two options for this: commercial and government.

• Category: The Broker Category chosen or created when creating the the Broker.

• Accounts: The number of Account assigned to the Broker.

• Commission: The type of commission for the Broker. This is either the percentage or the flat rate amounts.

  To edit or delete a Broker, use the icon to the far right.