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Printer-Friendly Web CRD/IARD E-Pay

Firms are able to make electronic payments to fund their Web CRD/IARD Daily and/or Renewal Accounts through an online application, Web CRD/IARD E-Pay. With this application, a firm can authorize electronic payments directly from its designated bank account to the firm's Daily and/or Renewal Accounts. FINRA does not charge firms any fees for utilizing Web CRD/IARD E-Pay; however, firms should verify with their bank whether that bank will assess fees for utilizing Web CRD/IARD E-Pay. Firms will still have the option of funding their Daily and/or Renewal Accounts by either check or wire transfer also.

Please Note: If you will be submitting a payment via Web E-Pay and have not used Web E-Pay since August 20, 2006, when you log in, you will be prompted to enter your current user ID and a new password. The new password is your user name + the firm's CRD number (all as one word without any spaces). For security reasons, once you log in, you will be required to change your password before making your payment.

Web CRD/IARD E-Pay

Web CRD/IARD E-Pay Navigation Guide

Features of Web CRD/IARD E-Pay include:

• Online Enrollment - Firms are able to establish an E-Pay User ID and password by completing a simple enrollment form available through the Web CRD/IARD E-Pay application.
  
  
• Timely Payment to the Firm’s Daily and/or Renewal Accounts - ACH payments that are submitted by 8 p.m., Eastern Time (ET), should be posted within two business days to the firm's Web CRD/IARD Daily and/or Renewal Accounts.
  
  
• Viewable Web CRD/IARD E-Pay History - A user may view all payments submitted by him/her in the past 180 days. This historical information will include:
• • Confirmation Number
  • Firm CRD Number
  • Payment Date
  • Account Type (Daily or Renewal)
  • Total Payment Amount
    
    
• Ability to Update E-Pay User Profile - Firms can update their own E-Pay User Profile, including the firm's bank account and contact information.
  
  
• Ability to Update Passwords - Firms can reset a forgotten password or change a password at any time.

If you have any questions regarding Web CRD/IARD E-Pay, please contact the FINRA Gateway Call Center at (301) 869-6699 if you are a broker-dealer or if you are an investment adviser, call the IARD Hotline at (240) 386-4848.