Brokerage Settings

  1. Click "My Brokerage" to update your Brokerage Settings in this area.

2. Here is an overview of your settings. Click the (x) on the top right corner to go back to your Home Page.

Below you will find specific descriptions of your settings.


On some devices, it is a bit difficult to draw out a signature. Enable this setting for your signers to have the ability to choose a "fonted signature" signature.

Trade Record

The Tax Rate defaults to the rate from your province, but it is a setting that should be double checked!

Submission Activities


Daily Digest