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Wealth Recon is gated by Central Registration Depository verification. Signup is open to verified financial advisors. A clean three-pass auto-check auto-approves the application and sends a one-click activation link to your work email. A failed or incomplete check routes the application to manual review with a one-business-day response.

Becomes your login identity. Use any address you prefer.

We send a one-click activation link to this address after the licensing check clears. Use the email your firm assigned you.

Six or seven digits. The unique identifier the Financial Industry Regulatory Authority assigns to every licensed broker or investment adviser.

Strongly encouraged. Powers the Connection Pathways section in every dossier you later request.

Wealth Recon is for current Financial Industry Regulatory Authority registered or Securities and Exchange Commission registered financial advisors. We collect your work email and Central Registration Depository number to confirm that fact. These details are never sold, never used for marketing, and never used for any purpose beyond verification. The work email link arrives the moment your application clears the check. Click it once to activate your account.

Advisor Use Agreement

After accepting the Terms of Service and Privacy Policy, sign the Advisor Use Agreement through Anvil. The application unlocks after Anvil confirms the signed form has been stored.

Privacy-preserving bot challenge by Cloudflare. No personal data collected.

Your CRD will be checked against public Financial Industry Regulatory Authority BrokerCheck and Securities and Exchange Commission Investment Adviser Public Disclosure records. A clean three-pass result auto-approves the application instantly and sends a one-click activation link to your work email. A failed or incomplete check routes the application to manual review with a one-business-day response.