TotalBrokerage

You can perform a basic or advanced search for a transaction in TotalBrokerage here.  You can also view your transactions.  To perform a basic search, click...

1) In the left sidebar, go to Transactions → View Transactions 2) Select Actions on the top right and click + Create Transaction. Alternative...

To export your transactions’ activities to a CSV, from your dashboard go to “Transactions”, then “View Transactions.” Click on the “Actions” button...

You can reassign all of your transactions to a new agent at once.  Note that this will reassign ALL of your transactions, regardless of who they are assigne...