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Changing Broker/Dealers

Changing Broker/Dealers

If you have changed Broker/Dealers (B/D), you will need to notify us via email.  Please provide the following information:

  • Your name.
  • The name of your previous B/D.
  • The name of your new B/D.


Once we receive this information, we will update your representative profile. The next time you log in, you will be prompted to sign the new terms and Conditions.Changing Broker/Dealers

If you have changed Broker/Dealers (B/D), you will need to notify us via email.  Please provide the following information:

  • Your name.
  • The name of your previous B/D.
  • The name of your new B/D.


Once we receive this information, we will update your representative profile. The next time you log in, you will be prompted to sign the new terms and Conditions.

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