Broker Check

Instruction Guide

Click on a title below to view the instructions:

HOW TO LINK YOUR ONLINE FINANCIAL INSTITUTIONS TO YOUR LIVING BALANCE SHEET WEBSITE

HOW TO UPDATE YOUR PERSONAL INFORMATION MANUALLY

HOW TO FIND IMPORTANT FINANCIAL REPORTS

HOW TO UPLOAD AND RETRIEVE DOCUMENTS FROM YOUR LBS VAULT


1. CLICK ON THE ACCOUNTS TAB AND SELECT ACCOUNTS TO GET STARTED 

2. SEARCH FOR THE INSTITUTION YOU WISH TO LINK OR SELECT ONE FROM THE LIST

3. INPUT YOUR LOG IN CREDENTIALS AND CLICK SUBMIT

4.ONCE LINKED YOU WILL BE ABLE TO VIEW THEM UNDER “YOUR CONNECTED ACCOUNTS”



HOW TO UPDATE YOUR PERSONAL INFORMATION MANUALLY

1. CLICK ON THE PROFILE TAB

2. ONCE YOUR IN PROFILES, SELECT WHICH CATEGORY YOU WISH TO UPDATE

3. UPDATE THE DESIRED INFORMATION AND CLICK SAVE

4. TO RETURN TO YOUR MAIN DASHBOARD CLICK THE MY LBS TAB



HOW TO FIND IMPORTANT FINANCIAL REPORTS

1. CLICK ON THE REPORTS TAB AND SELECT WHICH REPORT YOU WISH TO VIEW

2. ONCE YOUR REPORT IS SELECTED YOU CAN REVIEW DETAILS, PRINT COPIES OR SAVE ELECTRONICALLY



HOW TO UPLOAD AND RETRIEVE DOCUMENTS FROM YOUR LBS VAULT

1. CLICK THE VAULT TAB

2. SELECT WHICH STORAGE AREA YOUR DOCUMENT WILL GO

3. SELECT WHICH FOLDER YOU WISH TO STORE YOUR DOCUMENT IN AND CLICK UPLOAD FILES

4. CLICK ADD FILES TO BROWSE FOR YOUR DOCUMENT

5. ONCE FILE IS SELECTED CLICK START UPLOAD

6. ONCE UPLOADED, YOUR DOCUMENT WILL BE AVAILABLE FOR RETRIEVAL

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