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Client On-Boarding

Clients who have been asked by one or more participating Reporting Firms to create and manage Profiles within the OCR Data Service may do so at no charge. Registration in the FIA Tech User Hub and acceptance of the "Terms & Conditions for the OCR Application" provides entry to the OCR Portal. Once they have registered, Clients may enter their owner and controller information in the system in Profiles and grant permission to one or more Reporting Firms to use their Profiles for reporting.  

Clients may wish to consult our OCR Portal Quick Start Guide to learn more about registration in the OCR Portal and the process of entering ownership and control information in Profiles.

Clients with large amounts of owner and controller information should contact FIA Tech for assistance with submission of files for importing of their data. 

Please contact FIA Tech 1.202.772.3088 or ocr.support@fia-tech.com to for assistance with registering, accessing the OCR Portal, or creating Profiles to be used by Reporting Firms in compliance reporting.

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