Open a second office

Updated October 16, 2026

Open another agency of your own, with the same login.

3 minutes · Owner

1

Open Settings and choose the Advanced tab.

2

Under Account, click Your offices. It lists every office your login can open, with Current beside the one you are in.

3

Press Open another agency, read what the office adds to your bill, and press Continue.

4

Fill in the setup wizard. The new office starts empty, with you as its owner.

• The wizard is the one you used the first time: see Create your office.
• Until the wizard is done, the menu at the top right lists the office as Finish setting up and its name. Pick it to go back to the wizard.
• If the page reads Opening another agency is an add-on. Contact us to turn it on., write to us through Help & Feedback.

Tip. To give an outside adviser access, press the three dots beside your office on Your offices and pick Add a consultant. A consultant cannot delete the office or its data.