Set up your account, connect your email, import your book, and learn what to expect from BrokerPlus on day one.
Connecting Your Email (Gmail Or Outlook)
OAuth flow for Gmail and Outlook, what we sync, and how to disconnect.
Creating Your Account
Sign up at app.getbrokerplus.ca, or recover your password if you already have an account.
Importing Your Book Of Business
Direct imports from Filogix, Finmo, and Velocity. CSV/Excel files get manually mapped within one business day.
Notifications You'll Receive
Equity report updates, custom renewal alerts, and recurring AML screening flags.
Setting Up Two-Factor Authentication
Enable a passkey or authenticator app from Settings after you finish signup.
What The Onboarding Wizard Covers
A walkthrough of each step you'll see after signing up - eligibility threshold and connecting your email.
Can't find what you're looking for? Our team responds within one business day.
