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Broker Account Settings



Edit important broker account information and configure much of your client and service team BerniePortal settings under the “Account” tab in your profile dropdown. With BerniePortal’s ever expanding range of broker tools, you can make adjustments your portal’s settings whenever and however you prefer.

 

BernieTip: Find your Account settings by clicking on your group profile picture in the upper right corner of the main menu.

 

Choose a Broker Account Setting to learn more:





Edit basic account information (name, email, password)



Add service team members and regulate their access



Configure email settings sent to your Service Team Members



Quotepad/limelight integration setup



Customize your BerniePortal homepage



 Or jump to one of this features FAQs:

 

How do I add new service team members?

 

Return to Broker help




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