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Webinar: Moving From CRD to the New FINRA Gateway

As part of the Registration System Changes webinar series, FINRA is hosting webinars to discuss the transition of CRD tools and tasks to the new FINRA Gateway. Every webinar includes a demonstration of new functionality as well as time for a Q&A. Please send questions via email. Consult this page for registration information about upcoming sessions and resources from previous webinar dates.

Subscribe to the FINRA Registration and Licensing email list if you would like to receive notifications about similar future events. See the FINRA Webinars page for information about other FINRA Systems programming.

Check back soon for additional dates and resources.


Webinar Resources

June 2020 Webinar

During the webinar, FINRA staff discussed:

  • transitioning from CRD Queues to FINRA Gateway Requests and Reports, 
  • improving upon the static reports in CRD with custom data in FINRA Gateway,
  • navigating between FINRA Gateway and CRD system functionality, and
  • information about the FINRA Gateway, timelines and feedback.

Moving From CRD to FINRA Gateway Webinar Presentation Slides – June 2020