How Do I Connect to my Submission Platform

Brokeredge connects to your submission platform using your API credentials. Follow these steps to complete the connection:

1. Automatic Pending Connection:

   When you start using Brokeredge, a pending connection is automatically created.

2. Notifications:

   You will receive an alert within Brokeredge and an email with instructions on how to finalize the connection.

3. Multiple Connections:

   You can connect more than one submission platform as long as you are the agent of record for each.

4. Managing Connections:

   To add or update connections go to:

   My Profile > Actions > Update Deal Portal Credentials

   1. Adding or Updating Credentials

      • In this section, you'll see any existing portal connections.
      • To add a new one, select your platform (e.g., Finmo) and follow the instructions provided.
      • If you're unsure how to obtain the required credentials, click How to Connect, which will direct you to a help page with step-by-step guidance.

   2. Saving & Completing the Connection

      • You can enter the required information immediately or choose to come back later.
      • If you hit Finish without entering all details, you’ll receive an email reminder with instructions.

   3. Managing Existing Connections

      • Return to this section anytime to edit or delete a connection as needed.
      • Removing a connection will stop data synchronization with that platform.