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How does a firm access the functionality to transition individuals using the Transition Registration Request Screen in Web CRD?

April 26, 2017crd firm functionality individuals registration request screen web

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How does a firm access the functionality to transition individuals using the Transition Registration Request Screen in Web CRD?

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IA-only firm Account Administrators became Web CRD Account Administrators automatically as of the weekend of March 16, 2002. The IA Account Administrator should be able to mark the transition functionality, the IARD NFI Transition Registrations privilege, for the firms users.