Brokerage
Setup > Brokerage is where you can configure the default settings for your TotalBrokerage platform. GENERAL: Brokerage Name: You can en...
Thu, Oct 1, 2026 at 8:38 AM
If you have a Standard Plan with TotalBrokerage, you can personalize your account by using your company logo on the TotalBrokerage website, emails, and on y...
Thu, Oct 1, 2026 at 8:38 AM
If you would like to connect your QuickBooks account to your TotalBrokerage account, click Setup and then Brokerage from your dashboard. Next, click the Qu...
Wed, Sep 30, 2026 at 3:24 PM
The following items will be created in your Quickbooks Online account when synchronizing a Transaction to Quickbooks. Please note that Essentials, Plus, or...
Thu, Oct 1, 2026 at 8:33 AM
If you would like to connect your QuickBooks account to your TotalBrokerage account, click Setup and then Brokerage from your dashboard. Next, click the Qu...
Wed, Sep 30, 2026 at 3:29 PM
When synchronizing a Transaction to Quickbooks, the following items will be created in your Quickbooks Online account. Please note that Essentials, Plus,...
Wed, Sep 30, 2026 at 4:07 PM
If you want to send emails with TotalBrokerage, so it appears that it is coming from your account email, you can set up your custom email domain to verify ...
Wed, Sep 30, 2026 at 4:06 PM
What is Two-Factor Authentication (2FA)? Two-Factor Authentication adds an extra layer of security to your TotalBrokerage account. In addition to entering ...
Wed, Sep 30, 2026 at 4:30 PM