Firm: U4 – FinPro Gateway Access
NOTE: FinPro access is required for CE completion, so they will need access eventually, but it is up to Firm to allow edits or not
When entering a U4 (before submission page), click ALLOW REP EDITS
U4 > Allow Rep Edits- Firm may complete & then allow the reps to review post completion, but Firm may require review before completion.
- We generally suggest the following sections to allow edits, but Firm may choose otherwise. It is 100% up to each firm to decide what, if anything, they feel comfortable allowing the rep to edit.
- **If Firm decides NOT to allow rep edits, or FinPro Access, you must download PDF of U4 and send to Rep for review
Select WHAT the rep can edit
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