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How does a firm access the functionality to transition individuals using the Transition Screen on CRD?

April 26, 2017crd firm functionality individuals screen

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How does a firm access the functionality to transition individuals using the Transition Screen on CRD?

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Once the user has received the transition entitlement, IARD NFI Transition Registrations: If the firm is a joint firm, log onto Web CRD and click on the IARD Transition Registration Search link located under Individual Non-Filing Information on the Site Map. If the firm is an IA-only firm, logon to IARD and click the Web CRD hyperlink in the top left-hand corner of the screen. From the CRD Site Map select the IARD Transition Registration Search link located under Individual Non-Filing Information on the Map.