Here are a few things you can try to troubleshoot issues.
For best viewing experience, please download and use Google Chrome for this website.
Clear Cookies and Cache
Sometimes your browser holds on to old files. For instructions on how to clear your cookies and cache in Google Chrome, see here.
Logging Out and Back In
Simply go up to the top right, hover over your name, and click "Log Out". On occassion, this can fix a weird issue you might be having with the portal.
This list contains the marketing companies you are contracted with. Either Insurance, Alliance, or both. Changing this reflects different products and different downline/pending business associated with either company.
Not only can reports change based on which company is selected, but content on the portal can change based on what company is selected as well.
If you have recruited agents, then they will appear in this list. If not, then you will see 'None Found'. The first name in the list will always be you followed by a search bar and a list of agents that appear in your downline. This tool allows you too see what someone in your downline sees.
Currently, if you were to view the Sales Dashboard under the "Reports" tab. The figures are a combination of you and your downline's numbers. If you want to drill down and know what a specific agent and their downline has done, you can select them and the page will change to show you their view.
At any time you can switch back to your view by clicking your name at the top of the list. If you have a large downline, you can also search using the search bar at the top of the dropdown menu.
First thing to check is whether you are under the right company. See #2 "What is the dropdown menu at the top next to my name?". Also, ensure that you are not currently viewing the Portal as one of your downline agents. See #3 "What is the dropdown menu at the top next to "Having Trouble? Click here."?".
If you are under the right company, then the person may no longer have any active contracts with us or may now be under a new hierarchy.
First thing to check is whether you are under the right company See #2 "What is the dropdown menu at the top next to my name?". Also, ensure that you are not currently viewing the Portal as one of your downline agents. See #3 "What is the dropdown menu at the top next to "Having Trouble? Click here."?".
If you are under the right company, then the business may be another category such as 'Closed' or 'Lost'. If it has been changed, then you can check the associated checkbox and the report will show you that business based on what timeframe you have selected. If you are a split agent on a deal, that business will not appear in your pending business. If you still do not see the business, please contact us and we can investigate.
Public advertising of any product offerings of HBC is strictly prohibited.
Why is that?
For securities we offer such as Magna Vera (We use the Rule 506(b) of Regulation D for our private offering exemption. One of the requirements of maintaining this exemption is that "The company cannot use general solicitation or advertising to market the securities."
More about Rule 506(b)
- The Lead was sent a link but Contracting has not yet processed it.
- The Lead was converted to a Contracted Agent.
- The Lead is outside the 30 Day Protection Period and may have been sent a link by someone else.
- The Lead was marked 'Lost', call home office for more details.
Harper Brown Capital (”we”) and all of its affiliated Partners are committed to maintaining the trust and confidence of our advisors (“you”). We want you to understand how we protect your privacy when we collect and use your nonpublic personal information (“personal information”) in the course of business, as well as the measures we take to safeguard your personal information. Keeping your personal information private is our priority.
- Contracts and other standard forms related to your accounts and information that you disclose to the firm. Examples of information collected include your name, address, Social Security number and income.
- Your transactions with Harper Brown Capital and any entity associated with it, including those that work closely with Harper Brown Capital to provide you with diverse financial products and services. Examples of information collected include your commission and commission schedules.
- Consumer reporting agencies, including information concerning your credit worthiness and credit history. Information obtained from third parties when verifying contracts or other forms. This may be obtained from your current or past employers or from other institutions with which you conduct financial transactions.
- Associated entities, which are individuals and entities that are not our affiliates but are affiliates of our affiliates, primarily Registered Investment Advisers that are affiliated with our registered representatives.
- Financial services companies with which we have joint marketing agreements. These may include associated Registered Investment Advisers, Banks and Credit Unions.
Keeping your information secure is one of our most important responsibilities. We restrict access to your personal information to our employees, our affiliates, associated persons and companies with which we have joint marketing agreements that have a need to know that information to assist us in providing products or services to you. We maintain physical, electronic and procedural safeguards that comply with applicable law to protect your personal information. We train our affiliated financial advisors and their employees in the proper handling of personal information. When we use other companies to help provide our services to you, we require them to protect the confidentiality of personal information they receive.
We do not sell, share or disclose your personal information to non-affiliated third-party marketing companies, except personal information we share with other financial institutions pursuant to joint marketing agreements we enter into with them.
We may disclose all of the information we collect, as described above. They are not permitted to share or use the information for any other purpose. We may also disclose to our affiliates all of the information we collect, as described above in the section captioned “How We Collect Your Personal Information.” To the extent that applicable state laws grant you greater protections in connection with our sharing of your personal information, we will comply with those laws.
We may also disclose your personal information as permitted or required by law. These disclosures may include, for example, information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of your employment records.