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Last Updated: 2/22/08
Central Registration Depository (CRD®
) User Support |
This User Support page provides links to help and training resources for users of Web CRD. Listed below are a variety of user support documentation created to provide Web CRD users with assistance that ranges from high-level overview to step-by-step detailed instructions.
Web CRD System Information
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Web CRD System Links – Provided are URLs (Internet addresses) to access Web CRD and the Web CRD site for Registered Representatives.
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Equifax Employment Screening Report – View information on how to add the Equifax Employment Screening Report entitlement to your Web CRD user account privileges.
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FINRA Entitlement Program – Information on the entitlement process, which facilitates user access to participating systems/applications on the FINRA Entitlement security platform, including Web CRD.
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Web CRD System Availability Schedule – View Web CRD’s weekend and holiday availability.
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User Acceptance Testing – Get more information about participating in the testing of future enhancements/changes to Web CRD.
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Web CRD System Release Notes – Review brief descriptions of enhancements and changes to Web CRD that are implemented with each software release.
Training on Web CRD
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2008 Foundations of Web CRD/IARD Training - View information on Web CRD/IARD training sessions available this year with the 2008 Foundations of Web CRD/IARD Training. Includes this year's schedule, descriptions of the training, and details on how to register. Early registration is recommended as space is limited to 12 registrants per session.
Help on Web CRD
Please note that the following, firm-specific Web CRD training materials may contain Web CRD screenshots that reflect the new FINRA Firm Gateway's look and feel.
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Web CRD User’s Manual – A comprehensive step-by-step manual for BD firm users of Web CRD.
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Web CRD Navigation Guides – Concise job aids that provide instructional information along with guidance on using Web CRD.
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CRD 'At A Glance' for Firms - A printer-friendly reference tool that provides an overview of how to perform functions in Web CRD such as getting access to use the system, paying registration fees, checking for important registration notifications, and staying current on Continuing Education requirements.
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Web CRD Online Courses – Web-based training courses on how to use Web CRD and specific Web CRD functionality to perform various processes in this system.
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Web CRD Frequently Asked Questions – Find answers to frequently asked questions about Web CRD.
- Web CRD Tips
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Other links
If member firms have any questions or comments, please contact the Gateway Call Center at (301) 869-6699.
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