Setting up Brokers

Details on how to assign brokers to members.

Bruce avatar
Written by Bruce
Updated over a week ago

Before assigning brokers to members, you must add brokers to your exchange. 

Here's the steps to assign brokers to members.

Assign Brokers to Members to enable Brokers to manage Member accounts, as well as earn commissions on collected cash and/or trade fees. 

To get started, on the Members tab, either enter the Business Name of the member in QuickFind, or Click Members and then Manage on the left to view all of the members.

Then, click on the member's Company Name to view the Manage Member's page to manage their broker selections.

You can add up to three brokers or salespeople to each member's account.

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