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Virtual Brokerage

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PollackJ
10
#1 Wed Nov 28
How do I switch the Virtual Brokerage that was apparently automatically assigned?
simon
Administrator
#2 Thu Nov 29
Hi PollackJ,

To change your virtual brokerage:

1. Login, which will go to the My Organizer page
2. Click on " My Portfolios" near the top, where a summary of all your positions is shown.

This will bring you to your portfolio management page. There are 3 boxes, showing different information summaries. The rightmost box displays what virtual brokerage you are currently with. If you click on the "change" link, a box will pop-up allowing you to choose from the 3 brokerages available. Just click on the one you want, and that's it!

Simon
BullPoo Team
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