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Last Updated: 4/13/06
The Equifax Employment Screening Report Service FAQ |
Equifax Membership Set Up Process & How to Update an Existing Membership
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How can the Web CRD users at my firm get access to the Equifax Employment Screening Report service through Web CRD?
The process for adding the Equifax Employment Screening Report privilege to your firm's Web CRD user accounts differs depending on whether your firm needs to set up an Equifax customer account or if your firm is already an existing Equifax member. Please select the link applicable to your firm:
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Equifax New Member Account Set Up Process (PDF 98 KB) - My firm is a FINRA member firm that is not currently an Equifax member but needs to set up an account with Equifax and add the Equifax Employment Screening Report entitlement to my firm's Web CRD privileges.
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Equifax Existing Member Account Set Up Process (PDF 97 KB) - My firm is a FINRA member firm that is already an Equifax member and would like to add the Equifax Employment Screening Report entitlement to my firm's Web CRD privileges.
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Who should I call if I want more information about how to become an Equifax member?
Contact Equifax at 1(866) 828-5067, Monday thru Friday, 8 a.m. - 5 p.m., Eastern Time (ET), if you have questions about how become an Equifax member or how to complete the Equifax membership process, including membership fees.
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How long does the Equifax membership process take?
The membership process time will vary by firm; however, the average timeframe is 10 business days. Dependencies include how quickly the firm provides Equifax the necessary documentation and scheduling the site visit.
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Does it cost anything to add the Equifax Employment Screening Report privilege to a Web CRD user account?
FINRA does not charge any fees for adding the Equifax Employment Screening Report privilege to Web CRD user accounts.
If your firm is not yet an Equifax member, Equifax charges a one-time membership fee of $500 to become an Equifax member.
There is no additional Equifax membership fee for existing Equifax members requesting this service be added to their firm's Web CRD user accounts.
Equifax Online Firm Registration Process
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What is Equifax ePORT®
and why do I see this on the screen when I click on the Equifax Employment Screening Report link in Web CRD?
When you select the Equifax Employment Screening Report link in Web CRD, you will be leaving the Web CRD System and accessing the Equifax Web site, specifically an application known as Equifax ePORT. Through the Equifax ePORT application, you will be able to request and review PERSONA PLUS reports.
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How do I get the Member ID and security digits to perform the one-time firm registration process on the Equifax site?
Once your firm is an Equifax member, and you have completed your Web CRD Modification Entitlement Form, Equifax will contact you with your Member ID and security digits which you will need to perform your one-time online registration process.
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I completed the one-time, online Equifax registration process but when I tried to log on to request a report, I was not able to access the Equifax ePORT application. Why?
Your firm must wait approximately 24 hours after you complete the one-time online registration process before anyone at your firm can access the Equifax application.
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I am an Equifax Account Administrator but I cannot seem to request a PERSONA PLUS Report? What am I doing incorrectly?
One of Equifax's security features is not to permit an Equifax Account Administrator to request a PERSONA PLUS Report. You must first create a user account for yourself and log on as that user in order for you to be able to request a report. You cannot request a report as an Equifax Account Administrator.
Equifax PERSONA PLUS Reports
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What information does the PERSONA PLUS Report include?
More information, including a list of what is included in the report can be found on the What is an Equifax PERSONA PLUS Report? page.
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Does the Equifax PERSONA PLUS Report include a credit score?
No, the PERSONA PLUS Report does not include a credit score based on the requirements of the Fair Credit Reporting Act (FCRA). Based on FCRA requirements and various state guidelines, PERSONA PLUS does not provide: credit score, age, date of birth, marital status, number of dependents, race, color or creed, or account numbers.
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Does the Equifax PERSONA PLUS Report include criminal disclosure?
No, the Equifax PERSONA PLUS Report does not include criminal disclosures. However, matters of public record (e.g., bankruptcies and liens) are included if applicable.
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How much does a PERSONA PLUS report cost?
As part of this partnership between FINRA and Equifax, PERSONA PLUS reports requested from Equifax via Web CRD will be available to firm participants at a competitive cost of $3.00* per report.
(*An additional surcharge may apply for report requests for individuals residing in Colorado.)
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I'm already an Equifax member and have signed up for the new service through Web CRD. Can I get the report at the competitive fee rate by going to the main Equifax website without going through Web CRD?
No, the PERSONA PLUS Report at the competitive fee of $3.00 per report is only available by accessing Equifax through Web CRD.
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Will the charges for requesting PERSONA PLUS reports be deducted from my firm's CRD Daily Account?
No, PERSONA PLUS report fees will not be applied to or deducted from a firm's CRD Daily Account with FINRA. Firms utilizing any Equifax services including requests for PERSONA PLUS reports, will be invoiced directly by Equifax and payment should be remitted to Equifax.
Equifax Help & Training Tools/Resources
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Are there any training materials or guides available to help me with how to use the Equifax Employment Screening Report service (Equifax ePORT application)?
Yes, call Equifax at 1(800) 796-6573 to request the guide applicable to you:
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- Equifax User Guide - for your firm users of the Equifax ePORT application, this guide provides users with instructions such as how to log into ePORT, request PERSONA PLUS reports, read a report and other pertinent information.
- Equifax Administrator Guide - for your firm's Equifax administrator(s), this guide provides detailed information on how to complete the online registration process and information on how to perform Equifax ePORT account administration activities such as creating user accounts.
- Equifax Batch Guide - if your firm is interested in requesting reports in batch from the Equifax application, this guide walks you through the batch request process.
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Who should I call if I have questions about how to use Equifax ePORT?
Contact Equifax at 1(800) 796-6573, Monday thru Friday, 8 a.m. - 8 p.m., ET, if you have "how to" questions about the Equifax ePORT application, online registration, the Equifax User or Administrator Guides, account administration, billing, understanding the report or technical issues.
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Who should I call if I want more information about how to become an Equifax customer?
Contact Equifax at 1(866) 828-5067, Monday thru Friday, 8 a.m. - 5 p.m., Eastern Time (ET), if you have questions about how to become an Equifax member or how to complete the Equifax membership process, including membership fees.
Web CRD entitlement to the Equifax Employment Screening Report privilege
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How do I update my Web CRD Account Administrator privileges to add the Equifax Employment Screening Report link?
Complete the FINRA Entitlement Modification Form for FINRA Member Firms (Web CRD) . Select the addition of the "Equifax Employment Screening Report" privilege. Please complete a separate form for each Web CRD Account Administrator for whom you are requesting this privilege. Send the completed form(s) to FINRA via fax or mail (fax number and address provided on the form). FINRA will contact your Web CRD Account Administrator(s) once the privilege has been set in Web CRD.
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Who should I call if I have questions about entitlement to the Equifax Employment Screening Report privilege in Web CRD?
Any entitlement or privilege questions about Web CRD should be directed to the FINRA Gateway Call Center at (301) 869-6699.
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