CINXE.COM

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menuparent"><div class="sf-multicolumn-column"><a href="/registration-exams-ce" class="sf-depth-2 menuparent" aria-labelledby="Registration Section 3">Registration Section 3</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content1f87e2bc-137c-4e76-ba12-921ac5400696--2" class="sf-depth-3 header menuparent"><a href="/registration-exams-ce/classic-crd" class="sf-depth-3 menuparent" aria-labelledby="Registration Systems">Registration Systems</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content74de55a6-970c-49a4-877f-6a3cd1584db9--2" class="sf-depth-4 header sf-no-children"><a href="/registration-exams-ce/classic-crd" class="sf-depth-4" aria-labelledby="Classic CRD">Classic CRD</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentc425811e-6944-4643-9a4b-21222d7ed44e--2" class="sf-depth-4 header sf-no-children"><a href="/registration-exams-ce/finpro" class="sf-depth-4" aria-labelledby="Financial Professional Gateway (FinPro)">Financial Professional Gateway (FinPro)</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content7afd209b-9193-484a-b160-9705bcd8e250--2" class="sf-depth-4 header sf-no-children"><a href="/registration-exams-ce/financial-industry-networking-directory" class="sf-depth-4" aria-labelledby="Financial Industry Networking Directory (FIND)">Financial Industry Networking Directory (FIND)</a></li></ol></li></ol></div></li></ol></li></ul></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentc47867f6-a419-4633-83aa-9fb4c8d8cda7--2" class="sf-depth-1 header menuparent"><a href="/events-training" class="sf-depth-1 menuparent" aria-labelledby="Events & Training">Events & Training</a><ul class="sf-multicolumn"><li class="sf-multicolumn-wrapper "><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content9cd640c1-feb7-4c4a-b67e-a3eaedacd028--2" class="sf-depth-2 header sf-multicolumn-column menuparent"><div class="sf-multicolumn-column"><a href="/events-training" class="sf-depth-2 menuparent" aria-labelledby="Events & Training Section 1">Events & Training Section 1</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-contentf380a1ac-d9fd-45e2-8f15-32b96331c18f--2" class="sf-depth-3 header sf-no-children"><a href="/events-training/conferences-events" class="sf-depth-3" aria-labelledby="Conferences & Events">Conferences & Events</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content9abdc27c-9497-426d-be8e-465a10d034ac--2" class="sf-depth-3 header sf-no-children"><a href="/events-training/finra-georgetown" class="sf-depth-3" aria-labelledby="FINRA Institute at Georgetown">FINRA Institute at Georgetown</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content81cc3c6b-ad65-4627-8b34-69f4bb5d3e5e--2" class="sf-depth-3 header sf-no-children"><a href="/events-training/flex" class="sf-depth-3" aria-labelledby="Financial Learning Experience (FLEX)">Financial Learning Experience (FLEX)</a></li><li 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id="finra-homepage-nav-megamenus-new-menu-link-content296db8b3-7b22-4c23-a036-06be44277a69--2" class="active-trail sf-depth-2 header sf-multicolumn-column menuparent"><div class="sf-multicolumn-column"><a href="/filing-reporting" class="sf-depth-2 menuparent" aria-labelledby="Filing & Reporting Section 1">Filing & Reporting Section 1</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-contentf874a19d-557b-487f-88f1-3d84445f4bc9--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/finra-gateway" class="sf-depth-3" aria-labelledby="FINRA Gateway">FINRA Gateway</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentf6c4c3c6-93c8-42cf-ab58-476a92d01380--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/systems-status" class="sf-depth-3" aria-labelledby="Systems Status">Systems Status</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentd27e2150-fc22-4e07-98c1-2cce079184a8--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/entitlement" class="sf-depth-3" aria-labelledby="Entitlement Program">Entitlement Program</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content68c74d41-92b9-4e79-84e4-5c43beaf45dc--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/market-transparency-reporting" class="sf-depth-3" aria-labelledby="Market Transparency Reporting Tools">Market Transparency Reporting Tools</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentbb250ecd-0432-4ebc-bccf-a21e455fb617--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/regulatory-filing-systems" class="sf-depth-3" aria-labelledby="Regulatory Filing Systems">Regulatory Filing Systems</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content2de7e722-b3b2-471e-9cf2-587f649dd923--2" class="sf-depth-3 header sf-no-children"><a href="/filing-reporting/data-transfer-tools" class="sf-depth-3" aria-labelledby="Data Transfer Tools">Data Transfer 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sf-no-children"><a href="/compliance-tools/peer-2-peer-compliance-library" class="sf-depth-3" aria-labelledby="Peer-2-Peer Compliance Library">Peer-2-Peer Compliance Library</a></li></ol></div></li></ol></li></ul></li><li id="finra-homepage-nav-megamenus-new-menu-link-content8a617041-43a3-43ff-9f58-6a2615970d47--2" class="sf-depth-1 header menuparent"><a href="/investors" class="sf-depth-1 menuparent" aria-labelledby="For Investors">For Investors</a><ul class="sf-multicolumn"><li class="sf-multicolumn-wrapper "><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content955b2de2-2baf-4187-9e39-086c21440220--2" class="sf-depth-2 header sf-multicolumn-column menuparent"><div class="sf-multicolumn-column"><a href="/investors" class="sf-depth-2 menuparent" aria-labelledby="For Investors Section 1">For Investors Section 1</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content1def6247-9eb1-41f1-a045-bbfc96316e74--2" class="sf-depth-3 header sf-no-children"><a 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class="sf-depth-4 header sf-no-children"><a href="/investors/personal-finance/control-spending-calculate-cash-flow" class="sf-depth-4" aria-labelledby="Spending">Spending</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content2c662e03-9e1f-4e44-80e6-aba99155f167--2" class="sf-depth-4 header sf-no-children"><a href="/investors/personal-finance/manage-your-debt" class="sf-depth-4" aria-labelledby="Debt">Debt</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content2d5626b5-fe42-47bf-8088-a4996e53f73e--2" class="sf-depth-4 header sf-no-children"><a href="/investors/personal-finance/how-your-credit-score-impacts-your-financial-future" class="sf-depth-4" aria-labelledby="Credit Scores">Credit Scores</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content5388280f-edc8-40b9-a071-e4d109117508--2" class="sf-depth-4 header sf-no-children"><a href="/investors/personal-finance/start-emergency-fund" class="sf-depth-4" aria-labelledby="Emergency Funds">Emergency 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sf-no-children"><a href="/investors/investing/investment-products" class="sf-depth-4" aria-labelledby="Investment Products">Investment Products</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content4a8dd42d-00d4-4290-8ed4-e6224956af5f--2" class="sf-depth-4 header sf-no-children"><a href="/investors/investing/investment-accounts" class="sf-depth-4" aria-labelledby="Investment Accounts">Investment Accounts</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentf425f2b1-c2f1-4000-9bb7-2233a2298437--2" class="sf-depth-4 header sf-no-children"><a href="/investors/investing/working-with-investment-professional" class="sf-depth-4" aria-labelledby="Working With an Investment Professional">Working With an Investment Professional</a></li></ol></li><li id="finra-homepage-nav-megamenus-new-menu-link-contenta983f7d0-3993-4f42-80d8-ed474e986f45--2" class="sf-depth-3 header menuparent"><a href="/investors/protect-your-money" class="sf-depth-3 menuparent" aria-labelledby="Protect Your Money">Protect Your Money</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-content84745677-33ee-4917-b6d7-78f2d33ae64a--2" class="sf-depth-4 header sf-no-children"><a href="/investors/alerts" class="sf-depth-4" aria-labelledby="Investor Alerts">Investor Alerts</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentbabb7a34-330b-432a-9c7a-3aed86cab6b3--2" class="sf-depth-4 header sf-no-children"><a href="/investors/protect-your-money/ask-and-check" class="sf-depth-4" aria-labelledby="Ask and Check">Ask and Check</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content75981642-a29c-4c2f-a04a-268dd98fd524--2" class="sf-depth-4 header sf-no-children"><a href="/investors/protect-your-money/avoid-fraud" class="sf-depth-4" aria-labelledby="Avoid Fraud">Avoid Fraud</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content773fb0c7-df7e-422b-a8f0-3689c3f58683--2" class="sf-depth-4 header sf-no-children"><a href="/investors/protect-your-money/protect-your-identity" class="sf-depth-4" aria-labelledby="Protect Your Identity">Protect Your Identity</a></li></ol></li></ol></div></li><li id="finra-homepage-nav-megamenus-new-menu-link-contentf03d2691-6592-4649-b41d-6652712ef3d0--2" class="sf-depth-2 header sf-multicolumn-column menuparent"><div class="sf-multicolumn-column"><a href="/investors" class="sf-depth-2 menuparent" aria-labelledby="For Investors Section 3">For Investors Section 3</a><ol><li id="finra-homepage-nav-megamenus-new-menu-link-contentb0c88306-2bd6-4078-8a56-8766b2affe7f--2" class="sf-depth-3 header sf-no-children"><a href="/investors/military" class="sf-depth-3" aria-labelledby="For the Military">For the Military</a></li><li id="finra-homepage-nav-megamenus-new-menu-link-content1b13b9ef-e483-4cb3-bce6-a5e1069fc45e--2" class="sf-depth-3 header menuparent"><a href="/investors/need-help" class="sf-depth-3 menuparent" aria-labelledby="Need Help?">Need Help?</a><ol><li 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href="/investors/need-help/legitimate-avenues-recovery-investment-losses" class="sf-depth-4" aria-labelledby="Avenues for Recovery of Losses">Avenues for Recovery of Losses</a></li></ol></li></ol></div></li></ol></li></ul></li> </ul> </div> </div> </section> </div> <hr> <div id="mob_menu_sec" class="secondary-menu" style = "display:none"> <section class="region region-secondary-menu"> <nav role="navigation" aria-labelledby="block-finrautilitymenu-menu" id="block-finrautilitymenu" data-block-plugin-id="system_menu_block:finra-utility-menu" class="block block-menu navigation menu--finra-utility-menu"> <h2 class="sr-only visually-hidden" id="block-finrautilitymenu-menu">FINRA Utility Menu</h2> <ul id="block-finrautilitymenu" class="clearfix nav navbar-nav"> <li class="nav-item menu-item--collapsed"> <a href="/about" class="nav-link" aria-labelledby="About FINRA" data-drupal-link-system-path="node/135106">About FINRA</a> </li> <li class="nav-item menu-item--collapsed"> <a href="/careers" 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href="https://ews.finra.org/auth/logon?realm=ews&goto=https%3A//gateway.finra.org/app/data%3FrcpRedirNum%3D1">FINRA DATA</a></p><p class="login-desc">FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist.</p><div class="login-btn" style="padding:5px 0px 14px 0px;"><a href="https://ews.finra.org/auth/logon?realm=ews&goto=https%3A//gateway.finra.org/app/data%3FrcpRedirNum%3D1"><span>Login</span></a></div></div><div class="login-col" layout="col"><p class="login-subtitle"><span>For Industry Professionals</span></p><p class="login-title"><a href="https://finpro.finra.org/">FINPRO</a></p><p class="login-desc">Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks.</p><div class="login-btn" style="padding:5px 0px 14px 0px;"><a href="https://finpro.finra.org/"><span>Login</span></a></div></div><div class="login-col" layout="col"><p 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href="https://tools.finra.org/cc_support/">Need Help?</a> | <a href="/systems-status/">Check System Status</a></p><p class="other-systems" style="font-size:16px;"><a href="/filing-reporting/entitlement/systems">Log In to other FINRA systems</a></p></div></div></div> </div> </div> </section> </div> <div class="search-icon-custom"> <div class="wrapper_search"> <input class="custom-landing-search" maxlength="60" type="text" name='search_api_fulltext' placeholder="Search"/> <button><i class="far fa-search" aria-hidden="true" style="color: #0082D1"></i></button> </div> </div> </div> </div> <button class="navbar-toggler navbar-toggler-right" type="button" data-toggle="collapse" data-target="#CollapsingNavbar" aria-controls="CollapsingNavbar" aria-expanded="false" aria-label="Toggle navigation"> <span class="navbar-toggler-icon"></span> <span class="navbar-toggler-icon-mobile"></span> </button> </nav> </div> </div> </div> <div class="finra-container region-primary-title"> <div class="row"> <div class="col"> <section class="offset-lg-3 region region-primary-title"> </section> </div> </div> </div> </header> <div id="main-wrapper" class="layout-main-wrapper clearfix"> <div id="main" class="container-fluid finra-container"> <section class="row"> <div class="col-lg-7 specific-crumbs region region-breadcrumb"> <div id="block-finra-bootstrap-sass-breadcrumbs" data-block-plugin-id="system_breadcrumb_block" class="breadcrumbs__container"> <nav role="navigation" aria-label="breadcrumb" style=""> <ol class="breadcrumb"> <li class="breadcrumb-item"> <a href="/filing-reporting">Filing & Reporting</a> </li> </ol> </nav> </div> </div> </section> <div class="row row-offcanvas row-offcanvas-left clearfix"> <div class="sidebar col-lg-3 finra-sidebar-first menu-top" id="sidebar_first"> <aside class="section menu-sticky" role="complementary"> <div class="layout--left-nav"> <div onclick="this.classList.toggle('active')" class="d-sm-block d-lg-none left-nav-toggle arrow-down" data-toggle="collapse" data-target=".layout-collapse"> EXPLORE THIS SECTION </div> <div class="left-nav-collapse collapse layout-collapse"> <nav role="navigation" aria-labelledby="block-finramainnavigation-2-menu" id="block-finramainnavigation-2" data-block-plugin-id="system_menu_block:finra-main-navigation" class="block block-menu navigation menu--finra-main-navigation"> <h2 class="sr-only visually-hidden" id="block-finramainnavigation-2-menu">FINRA Main Navigation</h2> <ul id="block-finramainnavigation-2" class="clearfix nav navbar-nav"> <li class="nav-item"> <a href="/filing-reporting/finra-gateway" class="nav-link" aria-labelledby="FINRA Gateway" data-drupal-link-system-path="node/154156">FINRA Gateway</a> </li> <li class="nav-item"> <a href="/filing-reporting/systems-status" class="nav-link" aria-labelledby="Systems Status" data-drupal-link-system-path="node/185436">Systems Status</a> </li> <li class="nav-item"> <a href="/filing-reporting/finra-entitlement-program" class="nav-link" aria-labelledby="Entitlement Program">Entitlement Program</a> </li> <li class="nav-item menu-item--collapsed"> <a href="/filing-reporting/market-transparency-reporting" class="nav-link" aria-labelledby="Market Transparency Reporting Tools" data-drupal-link-system-path="node/150416">Market Transparency Reporting Tools</a> </li> <li class="nav-item"> <a href="/filing-reporting/regulatory-filing-systems" class="nav-link" aria-labelledby="Regulatory Filing Systems" data-drupal-link-system-path="node/66318">Regulatory Filing Systems</a> </li> <li class="nav-item"> <a href="/filing-reporting/data-transfer-tools" class="nav-link" aria-labelledby="Data Transfer Tools" data-drupal-link-system-path="node/137356">Data Transfer Tools</a> </li> <li class="nav-item menu-item--active-trail"> <a href="/filing-reporting/e-bill" class="nav-link active is-active" aria-labelledby="E-Bill" data-drupal-link-system-path="node/9281">E-Bill</a> </li> </ul> </nav> </div> </div> </aside> </div> <main class="main-content col" id="content" role="main"> <section class="section"> <a id="main-content" tabindex="-1"></a> <div id="block-finra-bootstrap-sass-system-main" data-block-plugin-id="system_main_block" class="block block-system block-system-main-block"> <div class="content"> <article class="node node--type-article node--view-mode-full clearfix"> <div> <div class="layout layout--twocol-bricks"> <div class="row"> <div class="layout__region layout__region--top col-md-12"> <div class="block-region-top"><div data-block-plugin-id="entity_field:node:title" class="block block-ctools-block block-entity-fieldnodetitle"> <div class="content"> <span class="field field--name-title field--type-string field--label-hidden"><h1>FINRA E-Bill</h1></span> </div> </div> </div> </div> </div> <div class="finra-container"> <div class="row"> </div> </div> <div class="finra-container"> <div class="row"> </div> </div> <div class="row"> <div class="layout__region layout__region--middle col-md-12"> <div class="block-region-middle"><div data-block-plugin-id="entity_field:node:body" class="block block-ctools-block block-entity-fieldnodebody"> <div class="content"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p><a href="https://gateway.finra.org/app/ebill/" target="_blank">E-Bill</a>聽is FINRA's financial system that enables entitled users to view accounting details of FINRA Flex-Funding and Renewal Accounts, fund the accounts, pay annual renewal assessments, and view and pay FINRA invoices.</p><h3>On This Page</h3><ul><li><a href="#features">E-Bill Features</a></li><li><a href="#access">How to Request Access to E-Bill</a></li><li><a href="#sales_tax">State Sales Tax</a></li></ul><hr /><h3><a name="features" id="features"></a>E-Bill Features</h3><ul><li>View your firm's <a href="/registration/regulatory-fees-and-payment-options"><strong>FINRA Flex-Funding Account</strong></a> balance and activity, export transaction details, generate reports, fund the account using ACH, request a refund, request reallocation and transfer funds to an affiliated firm. *</li><li>View your firm's聽<a href="/registration/regulatory-fees-and-payment-options"><strong>Renewal Account</strong></a> balance during the renewal cycle and make a payment using ACH or reallocation from your firm's FINRA Flex-Funding Account.*</li><li>View your firm's聽<strong>Invoice </strong>balance and make payments by ACH or credit card (up to $50,000) or by reallocating funds from your firm's FINRA Flex-Funding Account.*</li><li>Setup <strong>Alerts </strong>to receive notifications.*</li></ul><p>* <em>Features are subject to entitlement.</em></p><hr /><h3><a name="access" id="access"></a>How to Request Access to E-Bill</h3><ul><li>The Super Account Administrator (SAA) at each firm can assign entitlement to E-Bill for <strong>themselves and employees</strong> at their respective firms. View the聽<a href="/filing-reporting/entitlement/reference-guide">FINRA Entitlement Reference Guide</a> for more information.</li><li>To determine who is your firm's SAA, log in to the FINRA Gateway, select <strong>My Account</strong> and select the <strong>Applications & Administrators</strong> link. If you do not have access to FINRA Gateway, contact the FINRA Support Center聽at (301) 590-6500 to find out who at your firm is designated as the SAA.</li><li>If your firm has not yet named an SAA, your firm must do so to access E-Bill. <a href="/node/9250" target="">View instructions</a> on how to entitle someone at your firm to serve in this role. Once your firm's SAA has been designated, contact that individual to request access to E-Bill.</li></ul><hr /><h3><a name="sales_tax" id="sales_tax"></a>State Sales Tax</h3><p>Certain FINRA fees assessed on invoices and your Flex-Funding Account may include state sales tax amounts added above the standard fee. In general, the applicability of state sales tax is determined by the location of your firm, which is derived from Form BD or Form ADV main address information. To identify FINRA fees that include a tax assessment, firms should review their invoices in E-Bill or the FINRA fees assessed through the Flex-Funding Account. Any applicable sales and use tax is calculated when the fee posts to the Flex-Funding account and is not reflected when the transaction is pending.</p><p><strong>Note:</strong> As a result of ongoing changes to state tax laws, the assessment of state(s) sales tax is subject to change, without notice.</p><p>聽</p></div> </div> </div> </div> </div> </div> <div class="finra-container"> <div class="row"> </div> </div> <div class="finra-container"> <div class="row"> </div> </div> <div class="row"> <div class="layout__region layout__region--bottom col-md-12"> <div class="block-region-bottom"></div> </div> </div> </div> </div> </article> </div> </div> </section> <div class="sidebar col-lg-2 finra-sidebar-second article-ebill-page"> <aside class="section" role="complementary"> <section class="layout--right-nav region region-sidebar-second"> <div id="block-relatedlinkdetails" data-block-plugin-id="entity_field:node:field_link_details" class="block block-ctools-block block-entity-fieldnodefield-link-details field__label_fixed related_links"> <h2>Related Links</h2> <div class="content"> <div class="content field__label_fixed"> <div class="field field--name-field-link-details field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--field-link-details paragraph--view-mode--default"> <div class="field field--name-field-internal-content-link field--type-entity-reference field--label-hidden field__item"><a href="/filing-reporting/e-bill/announcements" hreflang="und">E-Bill Announcements</a></div> </div> </div> <div class="field__item"> <div class="paragraph paragraph--type--field-link-details paragraph--view-mode--default"> <div class="field field--name-field-link-list-url field--type-link field--label-hidden field__item"><a href="/sites/default/files/2024-04/E-Bill-User-Guide.pdf">E-Bill User Guide</a></div> </div> </div> <div class="field__item"> <div class="paragraph paragraph--type--field-link-details paragraph--view-mode--default"> <div class="field field--name-field-link-list-url field--type-link field--label-hidden field__item"><a href="/filing-reporting/entitlement/reference-guide">FINRA Entitlement Reference Guide</a></div> </div> </div> <div class="field__item"> <div class="paragraph paragraph--type--field-link-details paragraph--view-mode--default"> <div class="field field--name-field-link-list-url field--type-link field--label-hidden field__item"><a href="/filing-reporting/e-bill/faq">E-Bill FAQ</a></div> </div> </div> <div class="field__item"> <div class="paragraph paragraph--type--field-link-details paragraph--view-mode--default"> <div class="field field--name-field-link-list-url field--type-link field--label-hidden field__item"><a href="/rules-guidance/guidance/faqs/finra-billingcollections">Billing and Collections FAQ</a></div> </div> </div> </div> </div> </div> </div> </section> </aside> </div> </main> </div> </div> </div> <div id = 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