Once you have designated Account Administrators to manage Report Center access for your firm, they can add and delete users, as well as modify what privileges those users have. There is no need for FINRA involvement for these changes. To make changes to information or privileges of an Account Administrator, however, you must fill out and submit the Report Center Modification Form (PDF 118 KB). This form allows you to:
If your firm is undergoing a merger or acquisition, it may affect your system-related privileges for the Report Center. In order to make your firm's transition easier, we have compiled a checklist of steps to consider when going through an organizational change.
For questions or help, contact the Report Center administrator.
