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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?


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