Reesio Support Center

Join a Brokerage

Last Updated: Dec 27, 2014 12:54PM PST
As a reminder, do NOT sign up from the home page of the Reesio website if you're going to be joining an existing brokerage within Reesio, because signing up from the home page will end up creating your own brokerage within Reesio, and then you'll have to go through the hassle of switching brokerages.

Instead, wait for your brokerage admin to provide you with the unique invitation link that is tied to his/her brokerage (or the email invitation from Reesio that contains the unique invitation link).

Once you receive this link, click on it, and follow these steps to join your brokerage:

1. Enter in your name, email, and a password, and then click the orange "Create Account" button:

If you already happen to have a Reesio account, then instead click the "I already have a Reesio account" button, and it will provide you instructions for how to switch brokerages:

2. Assuming you're creating an account for the first time and you've clicked the orange "Create Account" button in the previous step, then the next step is to choose your role type within the brokerage:

3. The third and final step is to confirm that you indeed want to join the brokerage. Click the orange "Join Brokerage" button in the following screen and you'll be all set!
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