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Change the broker of record

Written by Rachael Seida
Updated 10 months ago

Steps:

  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

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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