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FCA Integration Setup

This guide walks you through setting up your FCA integration with Complyfirst. Once complete, you'll be able to submit your FCA reports directly from our platform.

STEP ONE
  1. Log into your FCA account and navigate to RegData
  2. Then navigate to Firm & User Administration → Manage Web Service Account
STEP TWO
  1. Click Add Account
  2. Then enter an Account Name and Password

Note: You can set the Account Name and Password to whatever you like, but you will need to use this again in step three.

STEP THREE
  1. Log in to Complyfirst as an admin
  2. Navigate to Settings > Integrations
  3. Find FCA RegData and click the toggle to turn it on
  4. Enter your Account Name and Password you created in Step 2
  5. Click Connect

If you have followed these steps and are still unable to connect Complyfirst to FCA Regdata, please reach out to our team.