Note: If this is your first time to access your account online, or if your last online renewal was before September 21, 2016, you must set up account access before you can perform any of the online tasks below.
|Update||New license issued?|
|Update firm/branch address||Yes – firm/branch & all licensees|
|Update firm/branch email||No|
|Add or remove a licensee
||Yes – licensee|
|Add, update, or remove a controlling interest||No|
The steps below must be carried out by the designated broker or designee. Note: Before you start, the new (incoming) branch manager must be on the branch licensee list. If they’re not, they must first be added. See Update your license/account above.
After the transaction is complete: