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Change the broker of record

Written by Rachael Seida
Updated 2 months ago


  1. Login here
  2. On the General tab click on the drop down arrow for Broker
  3. Click Request Broker Change
  4. Fill in the broker’s information
  5. Click Save

We highly recommend making your broker an Outside Plan Administrator. Click here for instructions how to do that.

In order to change the broker of record, you will need the Firm name, Broker’s name, physical address, EIN number, and the broker’s email address.
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