Sep
4
2026
News
Introducing the Firm Renewal Dataset
We're excited to announce the Firm Renewal dataset, which serves as a reference for firms to determine the annual renewal fees charged per registered individual.The dataset supports asynchronous GET calls and provides a JSON file output.
Note: The dataset reflects the prior year's renewal data until current-year renewal statements become available in CRD.
URLs to Whitelist
To download the JSON file, please whitelist the following URLs:
PROD
- 5101-9919-3688-rampweb.s3.amazonaws.com
- https://5101-9919-3688-dapi.s3.amazonaws.com
QA / TEST
- 1422-4800-0760-rampweb.s3.amazonaws.com
- https://1422-4800-0760-dapi.s3.amazonaws.com
Use Cases:
Here are some suggested use cases you could add:
- Automate the retrieval and reconciliation of annual renewal fee data for registered individuals
- Integrate renewal fee information into internal budgeting and financial planning workflows
- Proactively prepare for upcoming renewal cycles by reviewing prior year fee data
- Streamline renewal fee auditing and tracking across large registered representative populations
Getting Started:
The dataset is now available for use. For detailed documentation — including available parameters, response headers, implementation guidelines, and examples, see here.