Connecting to your Broker allows you to view payments and see approved invoices. You will also be able to update your payment method and terms (when applicable) to apply to the Broker you are connected with.
IMPORTANT NOTE: The Broker must be connected on the Triumph Payments platform for you to connect with them.
1. Log in to your Triumph Payments account.
2. If there are Brokers who want to connect, there will be a blue banner with the message: You have # new Brokers that want to connect with you. Click the arrow icon next to the message.
3. Select whether you want to connect By Contact Info or By Broker.
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To Connect By Contact Info:
a. By connecting with your contact information, you can connect with all brokers under your phone number or email all at once, when you complete all the verification steps. Your contact information will be verified for 30 calendar days.
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b. If you recognized the phone number and have access, you will be able to connect to all Brokers listed below. To see a complete list, click See All. Then, click Verify. This will bring up a pop-up window to select which mode you want to receive the verification code: Text me or Call me.
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c. Click on Send code.
If you recognized the email address as well, and you have access, click Verify. This will bring up a pop-up window.
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To Connect By Broker:
a. Select Broker tab.
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b. Click See All to see the complete list of brokers. Select the Broker and click on Verify.
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c. Select which mode you want to receive the verification code: Text me, Call me, or Email me. Click on Send code.
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d. Enter the verification code received by the option you selected and agree to the terms of service. Click Verify. Once this step is completed, all associate Brokers will have been successfully connected!
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e. If the information listed is incorrect, or you do not have access to the phone or email listed to verify, please select the I can’t verify the information link. This will bring up a form to fill out to request assistance from a Triumph Support team member to override the code verification process. A team member will be in contact with you within 24-48 hours.
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