As a reminder, our online tools offer valuable convenience for your employees. To ensure fast, efficient support, it’s important that brokers are authorized to speak with us on the members’ behalf. Completing this authorization saves valuable time and allows our team to assist members more quickly.
Employees can easily complete this step through their online member account. Feel free to share the instructions below with your teams:
- Log in to their online member account.
An active online account is required to submit authorization. - Select “Manage Privacy” from the “My Account” dropdown menu.
- Click “Enter or Update Authorizations.”
This page displays all active and inactive authorizations. - Review additional information.
Members may click “Learn more” to read our privacy policy and browse frequently asked questions. - Enter the required details to grant broker authorization.
- Update or remove authorization at any time.
Members maintain full control and may stop access whenever they choose.
This article along with the Group Administrators Guide (PDF) should assist you with any additional questions around the steps for employees to submit authorization for brokers online.
Group Administrator Guide (PDF)
