Registering and Logging In to the Broker Portal

Purpose

Your Broker Portal account always starts with an invitation. There is no public sign-up page. Whoever set you up (UZIO, your agency, or the broker you work for) triggers a welcome email with a registration link. This article covers registering from that email, logging in, and what to do when the email does not arrive or the link does not work.

Who needs this: new agency users, brokers and account managers, whatever kind of partner you are.

How you get access

Your platform's name is usually UZIO. If you work on a white-label (partner-branded) platform, you see that platform's name instead:

• in the emails you receive
• on the login and registration pages
• on the Privacy Policy and Terms of Use you accept

Register

1. Open the welcome email and click Register Now (or the registration link).
2. Check the Username. It is pre-filled with the email address you were invited on. Usernames are unique across all of UZIO.
3. Create a password and confirm it. The on-screen policy tells you what it must contain.
4. Read and accept the Privacy Policy and Terms of Use.
5. Submit the form, then log in with your new username and password.

Instead of a password, you can register with a social sign-in (such as Google or LinkedIn) if your registration page offers it.

Log in

1. Go to your platform's login page and choose Broker. On a white-label platform, use the login address your firm was given.
2. Enter your username (your email address) and password, or use a social sign-in you have connected.

The first time you log in, you may see a short welcome page. Continue to reach your client list.

To add a second way to sign in, such as a Google account, see Updating Your Broker Profile, Username and Password.

Common problems

Why haven't I received my welcome email?

1. Check spam, junk and any quarantine your mail filter keeps. Search for Welcome to, Register to or Register on followed by your platform's name.
2. Confirm the address. The invitation goes to the email on your broker record, not to any other address you use.
3. Ask for a resend from whoever added you. An agency can use Send Registration Link on your row in its broker or account manager list, and a broker can do the same for the account managers they added. See Adding Brokers to Your Agency and Adding Account Managers.
4. If you are your agency's first user, UZIO sent your invitation. See Still stuck?.

The link opens the login page instead of a registration form

You already have a UZIO login on that email address. Sign in with it. If you have forgotten the password, use Forgot Password on the login page.

I forgot my password

On the login page, choose Broker, click Forgot Password, and enter your username (the email you registered with). You receive reset instructions by email. Your agency can also send you a password reset from its broker or account manager list.

The system says my username is not registered

Try the other email addresses you might have registered with. If you have never registered, ask for a registration link (above).

I got an email saying my account was deactivated

The email Your account has been deactivated means your broker account was switched off on the platform. Contact your agency first. If your agency did not request it, contact UZIO Support.

Still stuck?

Please reach out to us at support@uzio.com or call +1-571-601-1752. Send your name, your agency's name, the email address you were invited on, the exact message you see (a screenshot helps), and when the problem started. Never send your password.

Related articles

• Getting Started on the Broker Portal
• Updating Your Broker Profile, Username and Password
• Broker FAQ: Quick Answers About Your Account
• Registering and Logging In to the Employer Portal: what your clients see