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Agent tools

GetIAPDIndividualDetail

This page runs GetIAPDIndividualDetail. Type a person CRD number. A match opens that adviser record.

Run GetIAPDIndividualDetail

Agents call this name on the Fintel Discovery server.

What the agent sent

{
  "tool": "GetIAPDIndividualDetail",
  "query": "2144241"
}

Type the name or the CRD in the box. Do not type GetIAPDIndividualDetail into the box. That string is the tool. The box is the argument.

A result opens a firm page or an adviser page.

How to use GetIAPDIndividualDetail

GetIAPDIndividualDetail opens one investment adviser representative by person CRD. Fintel tells the agent to get that number from SearchIAPDIndividual first. The box takes the person CRD. The result is the adviser page.

Type this

  1. Copy the person CRD from the name search. The example is 2144241.
  2. Type the digits. A label such as "CRD 2144241" is fine.
  3. Press Look up and open the adviser.
  4. Read the name, the CRD, and the employing firm. Open the firm from that page when you need the firm filing.
  5. Confirm the person at https://adviserinfo.sec.gov/individual/summary/ plus the CRD.

This call is exact. The number is a person identifier. A firm CRD in this box does not open the firm. Put firm numbers in GetIAPDFirmDetail.

Read the result

You should see one person. If the name is wrong, the CRD came from the wrong row in the name search. Go back to SearchIAPDIndividual or adv_search_individual and match the employer before you copy the number again.

The adviser page is the record we store. Exam history, disclosure narratives, and older employers may be fuller on IAPD. Use this page to land on the person, then read the regulator page for the rest.

Use this next

Do not do this

Every tool page

After the record opens