If you've switched to a new company or brokerage please contact us in one of the following ways so we can get started transferring your account:
- by phone at 800-637-7373
- Livechat (bottom left corner during our business hours: 8a-5p CST, Mon-Friday)
- In-app, from the top-right corner of your Start Page > select My Profile > select Company Information option from the left menu > select the link for "fill out this form" in the page description.
- or send an email to firstname.lastname@example.org with:
- new company name:
- office address:
- front desk phone number:
- name and login email address that's currently on the account:
After we receive all the new information these changes will show up on your account within 24 hours.