Web CRD Training and Support

FINRA is building a new CRD system, and we are taking a fresh approach. We are building it alongside the existing Web CRD (which we will refer to as ‘classic CRD’) and implementing the new CRD features incrementally to give users time to acclimate as well as provide us with feedback. We will continue to add and grow the training materials for the new CRD system as they become available. On this page, you will find job aids and resources for both systems.

New CRD

Help Resources

  • New CRD Reference Guide – This job aid provides instructional information about how to use the features available in the new CRD system.

System Resources

Classic CRD

Training

Help Resources

System Resources

  • System Availability Schedule – View Web CRD’s weekend and holiday availability.
  • System Links – Provided are URLs to access Web CRD and the Web CRD site for Registered Representatives.
  • Release Notes – Review brief descriptions of enhancements and changes to Web CRD that are implemented with each software release.
  • Upcoming Releases and User Testing – Receive advance information about future Web CRD/IARD software releases and learn about user testing opportunities.