Tuesday, November 4, 2014

FINRA E-Bill Enhancements (Refunds & Alerts)

FINRA is finally adding some needed features to their E-Bill system.

Effective November 4, 2014, FINRA has updated E-Bill to allow entitled users to request a refund from the Advisor's Flex-Funding Account via E-Bill. Also, you can now subscribe to receive email alerts related to your firm's CRD Renewals Account, such as when the preliminary or final renewal statement is available, when a final statement is paid in full and when a final statement is due. To configure these alerts, go to the Alert Settings tab on E-Bill.

As always, if you have any questions, please email us at support@advisorassist.com.

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