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FAST ACCOUNT SWITCHING




The Fast Account Switching capability provides a better way for firm users to
log into the FINRA Gateway and other applications. Launched on July 31, 2023,
this capability allows individuals with multiple firm entitlement accounts to
quickly switch between these accounts without re-entering their password. This
saves time and creates efficiency for thousands of individuals who work on
behalf of more than one organization and have multiple login credentials. 

Previously, users had to log in and out of FINRA systems to conduct business on
behalf of multiple broker-dealers and investment advisers. Now, users of FINRA
Gateway and other FINRA Entitlement Program applications have the ability to
remember their logins and switch between accounts without entering a password
every time.


ON THIS PAGE 

 * Fast Account Switching Features 
 * How Does Fast Account Switching Work?
 * Functionality FAQ 


FAST ACCOUNT SWITCHING FEATURES 

 * Enhanced login experience allowing the individual to Remember the Account.
 * The capability is tied to the user’s web browser. Leveraging a different
   computer, browser or clearing cookies will require the individual to remember
   the accounts again. 
 * Users have the ability to Forget an Account or all accounts from the login
   screen. 


HOW DOES FAST ACCOUNT SWITCHING WORK?

Here are some simple step-by-step instructions on how to use the capability:

 * On the FINRA Gateway login page, enter your username and password as usual.
   You’ll be prompted to “remember this account.” Select the “remember each
   account in browser” option and then click sign in. This automatically saves
   the account login. Repeat this action for each account you log into. The
   system creates a list of these accounts.
 * When you are ready to switch accounts, click your initials found on the top
   right of the screen and select the “manage logins” option.
 * A screen opens with a list of your “saved” accounts. Select the one you want.

See Section 4.1: How to Create/Update/Access Fast Account Switching Logins in
the FINRA Entitlement Program: Entitlement Reference Guide for detailed
instructions and screenshots.


FUNCTIONALITY FAQ 

1. Can I use Fast Account Switching with FinPro or other non-firm entitlement
accounts? 

Today the Fast Account Switching capability is limited to those accounts for
Firm accounts (accounts managed through the SAA/AA processes).  Both accounts
for broker-dealer firms and investment advisor firms are eligible to use the new
capability. 

2. How many accounts can be remembered?  

There is a limit of 20 accounts that can be remembered on a user’s browser. 

3. What should I remind my users about this capability?  

It is important to be mindful of which account is being used.  Just as when
users have multiple web browser sessions open, it is critical that you don’t
submit information under the wrong account.  The FINRA Gateway and login process
has been updated to highlight which user account (and the associated firm for
that account). 

4. Can I prevent a user at my organization or my organization from using the
Fast Account Capability? 

No, this capability is available to all eligible users. 

5. Why does Fast Account Switching keep asking me for my password, I thought I
did not have to enter one when I switch? 

There are several reasons this could happen. First it is important to understand
that users will be required to log into one of their accounts before fast
account switching is available.  So if the session becomes inactive for 30
minutes, the user will need to log into one of the remembered accounts. 

It is also possible that instead of using the “Manage Log Ins” option, the “Log
Out” option was selected.  When a user is logged out, they will have to log in. 

Lastly, if an account requires a password change (or is locked out), the user
will not be able to just switch to that account. 

6. I am an Account Administrator (SAA or AA), how does this impact multi-factor
authentication (Duo)? 

There is no change with the introduction of Fast Account Switching.  If an
account being used requires a 2nd level authentication (push to device or
entered pin), the users will be promoted despite not entering a password.  The
logic for frequency of multi-factor challenge has not changed. 
 






       

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