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Entitlement Program

The FINRA Entitlement Program provides a secure way for firms to access many of the web-based applications, materials and services they use with a single user ID and password.

FINRA’s 2024 Entitlement User Accounts Certification Process

Entitlement Certification Period—Organizations With Certification Representatives (No SAA)

FINRA's 2024 Entitlement Certification period is scheduled for September 9– November 11. During this period, a Certification Representative (CRep) for each organization must certify that all authorized users are only entitled to those privileges necessary to perform their job responsibilities on the FINRA Entitlement Platform.

To designate or replace your CRep, complete the FINRA Entitlement Program Certification Representative (CRep) Designation Request. The request must be signed and submitted by an Authorized Signatory.

 

To learn more about the SAA’s role and responsibilities, please consult the following resources:

Following are links to additional information regarding the FINRA Entitlement Program:

Entitlement Agreements & Requests

Entitlement Help & Training