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BerniePortal Broker Help

What sort of help are you looking for?

New to BerniePortal? Use the guide below to help set up your account.


Setting up your Broker account is quick and easy. Once you’ve created your account, you can get to the more important stuff like managing benefits or customizing client onboarding experiences.


To start, you should have already received a welcome email from BerniePortal. Read over the welcome message and select “Click here” when ready to create your account.


BernieTip: The link to your activation will expire after a week of not being accessed.


If you are new to BerniePortal, you will be directed to the “create my account” page. Simply enter and confirm a password to activate your account.



If you already have a BerniePortal account under a different email address, you’ll be directed to the “sync accounts” page where you’ll be able to sign in using your previously existing email and password.



Congratulations! Your Broker BerniePortal account has been created. Now, you can move onto adding your clients and configuring their settings. Use the table of contents on the left to learn more about the wide range of features included in your BerniePortal. 


- I have not received a welcome email. What do I do?

- The link to my activation page has expired. What happens now?

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