REMINDER TO OUR BROKERS– ACTION MAY BE REQUIRED.
PLEASE TAKE 10 MINUTES TO LOG ON AND UPLOAD CURRENT DOCUMENTS IF YOU HAVE NOT ALREADY DONE SO. Thank you.
WHAT DO WE NEED?
1. Your Broker License Number
2. Your acknowledgement of our Broker Referral Business Agreement
3. Your updated W-9 Form
4. Your consent to to our Electronic Access Agreement
FIRST: LOG ON TO BROKER PORTAL
- DOWNLOAD FORMS TO YOUR COMPUTER
- COMPLETE THE FORMS
- SAVE THEM TO YOUR COMPUTER
- CLICK AGREE
- THEN UPLOAD THEM ONTO THE PORTAL
- ONCE COMPLETE, YOU’RE DONE.
