Brokers: Viewing and paying invoices through the New Member Portal

With the New Member Portal launching on Tuesday, April 2, brokerages will be able to pay invoices from the Board directly via their online banking account. That’s right – no more paper cheques! (Although that will still be an option if preferred).

In this article, we’ll show you how you can do that and just how easy it will be.


First, to display a list of your current unpaid invoices, you can go to the broker-exclusive ‘Brokerage’ tab at the top of the screen. In the drop-down menu, you will see that one of the selectable options is ‘My Brokerage Account’. Click that and from there go to ‘Open Invoices’.

Alternatively, you can access unpaid invoices from the home page by clicking ‘Pay Now’ under your Brokerage Balance.

Note: If your organization has multiple offices, you can select which office’s invoices you’d like to view under the ‘Select Brokerage’ drop-down menu.

You will then be taken to a list of invoices that require payment, with the option to select multiple at once and begin the payment process.

You can view each invoice by clicking the Invoice Number hyperlink, where you can review and print if needed. You will see something like this:


To begin the payment process, select the invoices you wish to pay and then click the green ‘Pay’ button to proceed to the Payment Info page.

On the Payment Info, fill in the fields to provide your bank account details and then click ‘Next’ at the bottom of the page.

Following that, you can review details before finalizing your payment.

After the payment has been submitted, you can display a Statement for any date range or year that you wish. The statement will contain all of your invoices and payments for that period, and you can click on any Payment hyperlink to view its receipt.