i-map broker

How can I change the Broker within a case?

1. Go into the Cases screen.
2. Select the case that you want to change the broker for.
3. Select the Special Functions drop down menu.
4. Select Switch Broker. This will then open up a search screen where you can search for the broker that you want to switch to.

5. Either search for broker using the search function or just scroll down the list of brokers.
6. Once you have selected a broker click the button marked Ok.
7. This will then change the broker for this selected case.

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