The app is intended for use by independent financial advisors who use Summit Brokerage as their Broker-Dealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business with Summit. Examples of this information would be events calendar, strategic partners and company communications and updates. The financial advisor is issued his/her access credentials when joining Summit (These credentials are control by the Home Office).
New Features and New Styles
With Family Sharing set up, up to six family members can use this app.