The OCR Quick Start Guide is the best place for clients and asset managers to get started in using the FIA Tech OCR Data Service.
Articles in this section
- Creating & Associating Beneficial Owner CFTC 19-17 Contact Profiles in OCR
- 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?
- OCR Quick Start Guide
- Is My OCR Profile Complete?
- Find & Update Already Created Profiles
- How to obtain an OCR Profile ID