October 24, 2013

Giving yourself the new FINRA E-Bill Access

January 12, 2015

FINRA has recently implemented a new E-Bill System, which means you will have to login to FINRA's User Account Management page (link) and give yourself the new FINRA E-Bill access.  In order to do that you will need to login using your FINRA Super Account Administrator username.

Now you are on the Account Management home page: On the top left of the page you'll see the User Administration box, then click Account Management.  From here you'll be on the Account Management: Start New Search page and now at the bottom of the page click Search.  This will then give you all of the users linked to your account.  Click on your User ID, which then allows you to view your account.  There you will see on the left side of the screen a box that says "Account Management" click on edit account.  This will then bring you to your 'Application Privileges' page, scroll all the way to the bottom of the page where you will see E-Bill, click select all to give yourself access to fund your account and click save.

To help with our process at AdvisorAssist, go to the top left User Administration box, click 'Start New Search' and instead of selecting your username, select the AdvisorAssist one and follow the same steps as before.

Please note following the FINRA letter concerning the new e-bill:

As a reminder, effective October 28, 2013, FINRA will enhance the E-Bill system to allow entitled users to transfer/reallocate funds from their FINRA Flex-Funding Account (formerly known as the CRD/IARD daily account) to pay FINRA invoices. This enhancement will provide a central place for entitled users to view and pay FINRA invoices, and fund and transfer funds from the FINRA Flex-Funding Account. Your firm's ability to submit payment via wires or checks will not be affected by this enhancement.

FINRA will add a new E-Bill entitlement for Reallocation from the FINRA Flex-Funding Account, which will be available to Super Account Administrators on October 28. Access to E-Bill functionality for both invoices and the FINRA Flex-Funding Account will be completely under your firm's control.

Please click the link below to confirm your access to E-Bill. If you do not have access, information regarding the E-Bill system is available at http://www.finra.org/Industry/ebill/?utm_source=MM&utm_medium=email&utm_campaign=Ebill%5FIARD%5F102413%5FFINAL.

If you have questions, please contact the FINRA Call Center at (240) 386-4848.

Confirm your access to E-Bill:

Robert Wood
Senior Vice President, Finance

If you have any questions, please email us at support@advisorassist.com


Evan Barrows


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