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Implementation Process

1. Request Test Access

To get started you will need to request access to our test environment. Select the REQUEST API KEY menu option to get started. The username and password you select when requesting test access represent the API Client ID and API Client Secret needed to access test data via API.

Click on the REQUEST API KEY menu option to request test access.

This test credentials WILL NOT provide access to production data via the API platform. You will need to follow the process in step 3 below to access production data.

NOTES:

  1. After requesting test access, you will receive a confirmation email containing a temporary password. You MUST follow the instructions provided in the confirmation email to reset the temporary password in order to fully activate your API access. If you do not complete this process in a timely manner this account may be terminated according to FINRA Entitlement Program rules.
  2. The username and password you receive are used to create a Basic Auth token in accordan with the instructions here.
  3. When changing your temporary password do not include special characters in your new password in order to be compatible with base64 encoding of the password as part of creating your Basic Auth token.

2. Research and Development

API developers can utilize the test credentials received in Step 1 above to begin to test and evaluate available APIs. Each dataset delivered via the API platform will have test data available. The test data will be a representative sample but may be randomized or mock data. This data can be used by third-party developers to evaluate available APIs and to to test their integrations with the FINRA API platform.

Visit the API Basics page to learn about the fundamentals of using the FINRA API platform including the available endpoints that allow you to get access to meta-data and provide advanced filtering functionality.

Visit the Datasets page to find details about the available test datasets.

Visit the Platform Usage page to review details on to access large datasets.

If you have questions regarding the use of the FINRA API platform click on the SUPPORT menu option to review frequently ask questions or to submit a support request. FINRA staff will respond to all questions as soon as possible.

NOTES: 

  1. The test data is a SAMPLE of the data available in production. It is not the complete dataset available in production.
  2. FINRA staff cannot write or debug code for third-party developers.

3. Go Live

Once you are ready to move your integration with the FINRA API platform into production, reach out to the FINRA API Developer Center product team by submitting a Go Live request via the Support Center. A member of the FINRA API product team will coordinate a go-live conference call with you to walk through and coordinate the process of obtaining a production credentials.

NOTE: If you are a service provider or other vendor providing services on behalf of a FINRA member firm, we will need to coordinate with you AND a representative of the member firm in order to provision a production API credentials. Service provider access on behalf of firms cannot be done without the approval of the responsible representatives of the firm.