When you set up a company, you need to enter the company’s name, address, phone number, and tax identification numbers, as well as broker information.
To add or edit company properties:
- Click
in the top right corner of the window to open the Options window. - In the navigation panel on the left, click the General tab.
- Add or edit the following information under the Company Information section:
| Field: | Description: |
| Name | Enter the name of the company. (Maximum of 64 characters) |
| Street | Enter company's street address. (Maximum of 64 characters) |
| City | Enter company's city. (Maximum of 50 characters) |
| State | Select company's state from the drop-down list. |
| Zip Code | Enter company's zip code. (Maximum of 10 characters) |
| Phone |
Enter company's phone number. (Maximum of 20 characters) |
| Fax | Enter company's fax number. (Maximum of 20 characters) |
| Enter company's e-mail address. (Maximum of 255 characters) | |
| Web URL | Enter company's website address. (Maximum of 255 characters) |
| Federal Tax Identification Number |
Enter company's federal tax id number (TIN). (Maximum of 11 characters) |
| State Tax Identification Number |
Enter company's state tax id number (TIN). (Maximum of 11 characters) |
TIP: The phone number will be automatically formatted if you enter numeric digits only. For example, typing 5624262188 is automatically converted to (562) 426-2188.
TIP: The Federal and State ID numbers are a minimum of nine digits and can be either a social security number or a company identification number. Both numbers may be entered with or without hyphenation.
- Click the Broker Information tab located on top of the form.
- Add or Edit the following information:
| Field: | Description: |
| Name | Enter the name of the broker. (Maximum of 64 characters) |
| License | Enter broker's license number. (Maximum of 20 characters) |
| License Type | Select Corporation or Individual Broker. |
| State | Select company's state from the drop-down list. |
- Click
OK to save or Cancel to abort.
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