This section will help you understand our Onboarding process and explain all the steps along the way. A couple of items to keep in mind during this process:
Once you join our brokerage, the onboarding process will begin seamlessly, no need to chase anyone down for credentials, we’ve got you covered!
Keep an eye on the email address you had submitted with your onboarding paperwork and double check the Spam folder, all communication will be sent to this email to begin.
If you have changed your email address during this process do not worry, after you have created your various accounts you will have the ability to update this in their respective profiles.