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How to use the iPhone app

You can manage your CE compliance on the go by downloading the free CE Broker app to your iPhone. Once you download the app, you can sign up for a CE Broker account if you have not done so already by clicking the green button that says Sign Up, or log into your existing account by clicking Log In.


How to report hours  
To report your hours using the app you will tap the plus sign in the top right corner of your screen. This will bring you to the list of reporting options. *You are not able to report exemptions using the app. Tap on the reporting option that fits the course that you are trying to report and fill in the information requested.


Attaching a document
If you are attaching a document during the reporting process, you will see the option to Attach My Document. Tap this option and it will bring you to a screen that says Upload Documentation. You will see a square icon that says Tap To Add Photo. Tap this icon and you will be prompted to choose a photo of the document from your photo library or access your camera to take a picture of the document.




Attaching a pending document
If you have the
Professional Account, you are able to report your hours on the computer and then choose to attach a document using the mobile app. To attach a pending document, you will log into your account on the mobile app and at the bottom right corner of your screen, you will see a red circle indicating the number of pending attachments that you have. Tap the number and on the next screen you will see the number of attachments again next to the icon that says Account. Tap again, and you will see at the top of the screen where it says Pending Attachments and the number of attachments will show once again. Tap pending attachments and it will bring you to your list of pending attachments. You will see the name of the course and the option to add your photo.


Viewing your course history
To view your course history in the mobile app you will tap on the icon at the bottom of your screen that is shaped like a clock and has the word History under it.


Upgrading your account within the app
To upgrade your CE Broker account from within the mobile app, you will tap on the on the icon with the three dots above the word More in the bottom right corner of your screen. On the next screen, select the option that says Account, and at the bottom of the next screen, you will see a green button that says upgrade. Tap that button to upgrade your account.



Troubleshooting
If you are logged into your CE Broker account on the mobile app and you notice that your compliance status is showing not complete, but it is showing complete when you log in on a computer, drag the screen down and you should see a circle start spinning and the words calculating compliance. When you let go of the screen, your status should update. If that does not work, try logging out of the account and logging back in. If your status still does not update, try uninstalling the app and reinstalling it.


 

 
ProTip:

When experiencing issues with the app, always ensure your IOS software is up to date and you are using the latest version of the CE Broker app.

 

 
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