Retrieve and Schedule Payment for the Final Statement in E-Bill

Final Statements are available in E-Bill on Jan. 2.

Preliminary Statement reports are replaced with Final Statement reports in CRD/IARD.

Many firms find it convenient to schedule any required payment while logged in to E-Bill to retrieve the statement. If additional payment is not required, the Final Statement will reflect “Paid in Full.” Any overpayment FINRA received from a firm is now available in the firm’s Flex-Funding Account.