Activate/Inactivate a Broker

In order to reduce the broker list and narrow search results to only active brokers, you can designate brokers as Active or Inactive, and filter your search accordingly.

Note: Brokers that have been inactivated will display as Inactive in the Detail title bar.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Brokers.
3. In the list, select the broker to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate File.