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Upcoming Web CRD & IARD Releases and User Testing

Currently entitled Web CRD/IARD users are invited to join our contact list for notifications regarding upcoming software releases.

To register as a contact, please send a request to [email protected] with the following information:

  • Your name
  • Firm CRD number
  • Email address

Once your current entitlement is confirmed, you will be added to our software release contact list.

Why participate?

  • Contacts receive advance information about new and changed system features before they are implemented, and are invited to attend a conference call with fellow firms, FINRA, and other regulators to discuss the changes.
  • Additionally, participants are offered the opportunity to access a test environment from their own computers. This environment contains an advance copy of the release and allows users to make a hands-on assessment of how their current work process steps may be impacted by the release.
  • These are also excellent opportunities for firms to provide their feedback to FINRA staff members that are directly involved in the software development process.

Please contact us at [email protected] with any questions about upcoming software releases or to register as a contact.