Reesio Support Center

Add Your Brokerage Information

Last Updated: Sep 13, 2014 06:53PM PDT
After you choose your role type when creating your brokerage, the next thing to do is to add all of your brokerage information. This is step #2 of next steps to "Get Started With Reesio" that you see on the right side. You can add all of your brokerage information from the Broker Dashboard in 2 easy steps.  
Brokerage Details

The first step is to click on the "Edit Brokerage Details" cog wheel icon on the left:

You will then be prompted to submit your brokerage name, license number, address, and phone number:

Brokerage Logo
The second step is to add a logo for your brokerage. You can do this by clicking on the logo section on the left side of the Brokerage Dashboard (be sure to follow the photo size requirements that are given): 

Then, select your logo file and click the orange Submit button:

Once you've entered your brokerage details and uploaded a logo, your dashboard will update with the information and step #2 of "Get Started With Reesio" will get checked off as completed.

You can edit your brokerage details at anytime by clicking on the "Edit Brokerage Details" cog wheel icon and/or your brokerage logo on the left:
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