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CRA Setup

Before you can start using CRA, you need to configure some settings. Please follow the steps below:

  1. Log in to your iComply account and select "Risk Assessment" > "New CRA" from the left navigation bar.

  1. Click the Complete Your Profile button and fill in your company's license and IRA (Institutional Risk Assessment) information as prompted by the system.

You can choose from the following licenses:

  • Registration Number
  • Broker License
  • TCSP License

  1. If you haven't uploaded your company logo, you can do so on the right side.
    You can upload images in PNG or JPG format (recommended size is 100 x 100 pixels, file size not exceeding 5MB).

  2. Click the Select CRA Form button to choose the type of CRA form.
    Please carefully compare the options and select the CRA form type that suits your company.
    Note: Once selected, it cannot be changed.