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  1. FIA Tech
  2. OCR

OCR

Clients

  • 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
See all 9 articles

Reporting Firms

  • 19-17 Guide for FCMs
  • Creating Accounts in Bulk via SFTP
  • OCR & Exchanges
  • Filing a 102
  • Adding a New Reporting Entity

OCR Documentation

  • OCR Profile Transfer and Joint User Forms
  • Lockbox for Direct Clients
  • OCR FAQs
  • OCR Glossary

Upcoming System Developments and Release Notes

  • OCR Release Notes

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