We Are Transforming CRD

REGISTRATION AND QUALIFICATION

We Are Transforming CRD

New CRD Overview Webinar • March 27, 2019 • 1 p.m. – 2 p.m., Eastern Time (ET)


Learn more about the new CRD system during a virtual overview of current functionality. Space is limited; please register early.

FINRA’s Registration Systems are Migrating to the Cloud


Cloud-based technology is an essential component of our ongoing transformation effort, and FINRA will begin moving data in April to its new “cloud” platform. As a result, three consecutive weekends of downtime have been scheduled for CRD. Please visit our availability schedule for the complete listing of dates and hours of these planned outages.

Be in the Know


Find out more about new CRD features currently available, planned for the near future, access to those features, as well as upcoming events sharing new CRD information.

CRD Reference Guide


Learn about the features available in the new CRD and how to use them.

Benefits of The New Platform


Efficient

Efficient:
The new system will allow you to get your compliance work done faster and more accurately

  • Consolidated tasks and activities to streamline your workflow
  • The ability to make changes to only the information that needs updating
  • Better manage bulk movement of individuals across firms and branches
Flexible

Flexible:
A user experience tailored to you

  • Better access to your data via customizable dashboards and self-service reporting
  • Enhanced notifications and alerts based on your interests
  • 24x7 availability that allows you to work when you want
Collaborative

Collaborative:
Better communication and coordination between Firms, Reps, and Regulators

  • Allow current and former reps to interact with their firm to share information via FinPro
  • Provide secure document exchange and electronic correspondence
  • One view into all registration-related interactions with FINRA
Easy

Easy:
A simpler and more streamlined experience with minimal or no training

  • Step-by-step guidance that makes it easy to complete filings with fewer errors
  • Faster data entry for advanced users
  • Visual cues and insights to important information that requires your attention
Integrated

Integrated:
Easier access to the data you need when you need it

  • Better integration between FINRA and your Firm's systems
  • Real-time access to FINRA data
  • Streamlined account access