Broker Resources: REALM Portal
Submitted by Sierra Pizarro on Mon, 2026-02-23 15:01This page provides brokers with guidance specific to managing brokerage operations in the REALM Portal, including delegation tools and supervision functions.
If you are not a broker, please visit the main REALM Portal updates page for general information.
Changing the Designated Broker for a Business Entity
Use the REALM Portal to complete a Change of Designated Broker for a Business Entity.