If an individual failed the exam within the last 30 days, a 30-day waiting period will be applied based on the prior exam date. If you believe some corrections are required, select Cancel and start the process of manually adding individuals again. Verify the information presented in Figure 19, and select Complete Purchase to create enrollments for the eligible individuals. You do not need to clear these errors proceed with remaining individuals who passed the eligibility checks. Individuals fail the eligibility checks based on their SIE eligibility status. Step 1: Select the Individuals TabĪt the top of the screen shown in Figure 13, select the “Individuals” tab to access and perform individual-related functions.Ĭharacter to get information on why the eligibility check for an individual has failed. The following step-by-step instructions will guide you through this process. The Manually Add feature allows you to enroll up to 100 individuals by manually entering the Required Enrollment Information for each individual on the screen. By doing so, the firm will receive the notification email instead of the individual.
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If you prefer to manage the appointment scheduling yourself, set the email address for each individual in the CSV to your registration department’s email address. User Tip: If you include the individual’s email address in the CSV file, the system automatically sends them a notice of enrollment with all the required information to schedule an exam appointment. Please provide this ID to the individual so they can schedule their appointment. This T-ID or U-ID is a unique identification number and is required along with the individual’s first and last name to schedule an exam appointment at.
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The system displays the newly created enrollments and allows you to download them into a CSV ( Figure 12).Įach individual is assigned a T-ID or a U-ID depending on whether the individual purchased enrollments in the past. Note that the total dollar amount shown will be deducted from your firm's Flex-Funding account. For additional information on waiting periods, please refer to the After Your Exam page on the FINRA website. If you do not wish to enroll an individual with a waiting period, select Cancel and remove the individual from the CSV file. If you believe some corrections are required, select the Cancel button and start the process over by uploading the corrected file. Verify the information presented in Figure 11, and select Complete Purchase to create enrollments for the eligible individuals. Step 1: Select the Individuals TabĪt the top of the screen shown in Figure 2, select the "Individuals" tab to access and perform individual-related functions.Ĭharacter to get information on why the eligibility check for an individual failed. The following step-by-step process will guide you through this process. The Upload List feature allows you to enroll up to 100 individuals by providing the Required Enrollment Information for each individual.
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