You can access TotalBrokerage from your iPhone via a shortcut on your home screen. To do this, open Safari on your iPhone.

Go to your company’s TotalBrokerage login page by typing in https://[yourcompanyname] (Remember to replace [yourcompanyname] with the actual name of your brokerage. Once you get to the login page, do not log in to the account.

Select the share icon at the bottom of Safari to open an options menu.

On the bottom part of the menu, slide through the menu options to find the Add to Home Screen option.

The next screen will let you type what you want the shortcut to say (the default is TotalBrokerage). Once you’re done, click Done and Add.

A new shortcut will appear on your Home Screen as if it were an app. You can now use this shortcut to launch TotalBrokerage whenever you want instantly!

Please note that when you log in to TotalBrokerage from your phone and get to your Dashboard, the sidebar will appear as a menu option at the top. Select the three horizontal lines to access the main menu.