To add a new reporting entity to the system please complete and return the OCR Reporting Entity Setup Form and return it to firstname.lastname@example.org
Articles in this section
- Lockbox for Direct 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 FAQs
- OCR Glossary
- Adding a New Reporting Entity
- Is My OCR Profile Complete?
- Find Already Created Profiles
- How to obtain an OCR Profile ID