Commission Details Report
10 steps
35 seconds
1
Click the "Reports" tab.
2
Click the "Commission Details" option.
3
Review the current banking information available for EFT/ACH payments on the "Bank Accounts" table.
4
View any current subscriptions that are currently configured.
Set Default Settlement Preferences
5
Editing of the default payment preferences can be performed by clicking the "Edit Prefs" button.
6
Select EFT or Paper_Check
7
If Selecting EFT, you can set the % of your commission to split between multiple bank accounts
Splitting between multiple bank accounts is not a default configuration. If you do not see this option, please contact your Brokerage Engine Customer Success Manager.
8
Enter the email address you would like your EFT receipt to go to if different from your notification preferences, otherwise you can leave blank.
9
Click here if you would like your default preferences to be applied to any currently pending transactions
10
Click Save
Commission Details Report
10 steps
35 seconds
1
Click the "Reports" tab.
2
Click the "Commission Details" option.
3
Review the current banking information available for EFT/ACH payments on the "Bank Accounts" table.
4
View any current subscriptions that are currently configured.
Set Default Settlement Preferences
5
Editing of the default payment preferences can be performed by clicking the "Edit Prefs" button.
6
Select EFT or Paper_Check
7
If Selecting EFT, you can set the % of your commission to split between multiple bank accounts
Splitting between multiple bank accounts is not a default configuration. If you do not see this option, please contact your Brokerage Engine Customer Success Manager.
8
Enter the email address you would like your EFT receipt to go to if different from your notification preferences, otherwise you can leave blank.
9
Click here if you would like your default preferences to be applied to any currently pending transactions
10
Click Save
