Broker-Dealer Portal Webinar

For more information on the Broker-Dealer Portal, watch the February 13, 2024 webinar or for ease of reference, view the slide deck from the April 16, 2024 webinar.

The webinar and slide deck content includes:

1. How to login to the Broker-Dealer Portal
2. How Broker-Dealer Portal administrators add and manage users
3. How to submit assessment forms using the Broker-Dealer Portal
4. How to pay assessments using the Broker-Dealer Portal
5. How to communicate with SIPC using the Broker-Dealer Portal