To view profiles you've already created go to Profiles, Search, Managed by Me, leave the Search field blank and click Search. This will display all profiles managed by your user account or participant. If a profile is missing please click Create Profile or contact FIA Tech. (email@example.com 1-202-772-3088)
Articles in this section
- Creating "Beneficial Owner CFTC 19-17 Contact" Profiles
- OCR Guide for Clients
- Adding a controller profile that is managed by another firm
- How to Permission Multiple Profiles to Reporting Firms at Once
- What is OCR?
- Is My OCR Profile Complete?
- Find Already Created Profiles
- How to obtain an OCR Profile ID