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Broker guide
View the clients and companies assigned to you.
Your account
Your broker account is created either by the FinanceHub administrator or by the company you work for. In the latter case, your sign-in stays locked until an administrator approves it.
On first sign-in, complete onboarding (employee or investor profile) like any other user.
Your broker area
From your user menu, open Broker area to see the list of your individual clients and the companies assigned to you.
This access is read-only: you can view the information but not edit it directly.
Who assigns you clients?
Depending on your situation, either the FinanceHub administrator or the person responsible for your company decides which clients or companies are entrusted to you.